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 | $201,199 | $60,124+234.6% | $90,404+122.6% | $79,858+151.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 16.07% | 71.94%-55.9pp | 1293.02%-1277.0pp | 31.71%-15.6pp |
| Employer contribution / active EE | $16,445 | $2,068+695.3% | $3,262+404.1% | $2,471+565.6% |
| Participant deferral / active EE | $12,097 | $2,938+311.7% | $3,963+205.2% | $3,740+223.4% |
| Admin fee / account holder | $10,842 | $3,976+172.6% | $5,611+93.2% | $5,306+104.3% |