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 | $176,854 | $54,762+222.9% | $90,281+95.9% | $72,985+142.3% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 20.09% | 30.63%-10.5pp | 78.10%-58.0pp | 81.00%-60.9pp |
| Employer contribution / active EE | $17,122 | $2,092+718.3% | $2,854+499.8% | $2,440+601.8% |
| Participant deferral / active EE | $11,241 | $2,887+289.4% | $3,885+189.3% | $3,607+211.6% |
| Admin fee / account holder | $71,694 | $3,972+1705.0% | $5,351+1239.8% | $5,124+1299.1% |