Filed October 16, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $260,379 | $97,757+166.4% | $83,848+210.5% | $135,375+92.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 13.12% | 1287.37%-1274.2pp | 850.88%-837.8pp | 519.73%-506.6pp |
| Employer contribution / active EE | $3,859 | $4,222-8.6% | $3,631+6.3% | $4,779-19.2% |
| Participant deferral / active EE | $5,579 | $4,682+19.1% | $4,082+36.7% | $5,609-0.5% |
| Admin fee / account holder | $9,200 | $6,674+37.9% | $5,478+67.9% | $10,827-15.0% |