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 | $183,215 | $49,177+272.6% | $79,464+130.6% | $64,186+185.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -5.87% | -1.16%-4.7pp | 718.14%-724.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $14,328 | $2,076+590.1% | $2,800+411.6% | $2,381+501.8% |
| Participant deferral / active EE | $8,581 | $2,821+204.2% | $3,704+131.7% | $3,470+147.3% |
| Admin fee / account holder | $7,524 | $3,839+96.0% | $5,113+47.2% | $4,888+53.9% |