Filed November 17, 2017
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,387 | $68,719+5.3% | $91,541-20.9% | $84,808-14.6% |
| Participation rate | 87.8% | 64.5%+23.3pp | 69.8%+18.0pp | 68.3%+19.5pp |
| Annual return | 11.67% | 19.12%-7.5pp | 20.50%-8.8pp | 40.90%-29.2pp |
| Employer contribution / active EE | $3,673 | $1,920+91.3% | $2,505+46.7% | $2,631+39.6% |
| Participant deferral / active EE | $6,488 | $3,136+106.9% | $4,008+61.9% | $4,212+54.1% |
| Admin fee / account holder | $8,210 | $5,786+41.9% | $6,956+18.0% | $7,344+11.8% |