Filed August 22, 2017 (most recent of 2 filings on file)
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 | $96,256 | $109,413-12.0% | $156,263-38.4% | $84,808+13.5% |
| Participation rate | 73.3% | 72.7%+0.6pp | 78.9%-5.6pp | 68.3%+5.0pp |
| Annual return | 15.23% | 20.18%-4.9pp | 59.47%-44.2pp | 40.90%-25.7pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,604 | $4,590+0.3% | $6,158-25.2% | $4,212+9.3% |
| Admin fee / account holder | $22,625 | $9,357+141.8% | $14,255+58.7% | $7,344+208.1% |