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 | $88,818 | $148,978-40.4% | $200,582-55.7% | $84,808+4.7% |
| Participation rate | 88.6% | 84.2%+4.4pp | 86.9%+1.8pp | 68.3%+20.3pp |
| Annual return | 15.12% | 28.16%-13.0pp | 42.33%-27.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $3,284 | $4,815-31.8% | $6,419-48.8% | $2,631+24.8% |
| Participant deferral / active EE | $7,259 | $7,142+1.6% | $9,331-22.2% | $4,212+72.4% |
| Admin fee / account holder | $6,778 | $13,977-51.5% | $16,305-58.4% | $7,344-7.7% |