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 | $348,973 | $115,770+201.4% | $101,248+244.7% | $158,922+119.6% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 9.24% | 56.14%-46.9pp | 46.47%-37.2pp | 302.83%-293.6pp |
| Employer contribution / active EE | $10,847 | $4,175+159.8% | $3,660+196.4% | $4,761+127.8% |
| Participant deferral / active EE | $8,488 | $4,957+71.2% | $4,370+94.2% | $5,982+41.9% |
| Admin fee / account holder | $53,456 | $7,245+637.8% | $5,945+799.1% | $11,246+375.3% |