Filed July 12, 2018
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,363 | $95,803+15.2% | $113,168-2.5% | $84,808+30.1% |
| Participation rate | 92.7% | 72.9%+19.8pp | 76.6%+16.1pp | 68.3%+24.4pp |
| Annual return | 17.73% | 25.00%-7.3pp | 24.27%-6.5pp | 40.90%-23.2pp |
| Employer contribution / active EE | $738 | $2,360-68.7% | $2,975-75.2% | $2,631-71.9% |
| Participant deferral / active EE | $4,017 | $4,242-5.3% | $5,107-21.3% | $4,212-4.6% |
| Admin fee / account holder | $21,443 | $8,989+138.6% | $12,068+77.7% | $7,344+192.0% |