Filed March 26, 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 | $65,111 | $125,758-48.2% | $169,993-61.7% | $75,163-13.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 19.90% | 27.20%-7.3pp | 53.37%-33.5pp | 160.62%-140.7pp |
| Employer contribution / active EE | $6,197 | $4,615+34.3% | $6,785-8.7% | $2,670+132.1% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $10,408-100.0% | $4,125-100.0% |
| Admin fee / account holder | $9,269 | $8,173+13.4% | $12,815-27.7% | $5,651+64.0% |