Filed November 20, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,319 | $53,127+273.3% | $86,590+129.0% | $70,131+182.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 18.53% | 27.66%-9.1pp | 964.84%-946.3pp | 73.14%-54.6pp |
| Employer contribution / active EE | $12,795 | $2,068+518.7% | $2,839+350.6% | $2,342+446.2% |
| Participant deferral / active EE | $7,656 | $2,696+184.0% | $3,609+112.2% | $3,332+129.8% |
| Admin fee / account holder | $17,252 | $3,585+381.2% | $4,906+251.7% | $4,645+271.4% |