Filed October 2, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $518,330 | $93,170+456.3% | $100,534+415.6% | $84,808+511.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.6%+19.4pp | 68.3%+31.7pp |
| Annual return | 15.52% | 47.13%-31.6pp | 32.66%-17.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $3,470 | $3,985-12.9% | $4,346-20.2% | $2,631+31.9% |
| Participant deferral / active EE | $11,011 | $5,699+93.2% | $6,144+79.2% | $4,212+161.4% |
| Admin fee / account holder | $1,617 | $7,382-78.1% | $7,654-78.9% | $7,344-78.0% |