Filed October 23, 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 | $141,567 | $65,703+115.5% | $94,224+50.2% | $59,632+137.4% |
| Participation rate | 98.6% | 72.1%+26.5pp | 78.8%+19.9pp | 68.7%+30.0pp |
| Annual return | 4.21% | 5.22%-1.0pp | 10.68%-6.5pp | 2041.28%-2037.1pp |
| Employer contribution / active EE | $4,685 | $2,021+131.9% | $3,587+30.6% | $2,203+112.7% |
| Participant deferral / active EE | $7,569 | $3,143+140.8% | $4,320+75.2% | $3,192+137.2% |
| Admin fee / account holder | $14,882 | $4,264+249.0% | $6,269+137.4% | $4,297+246.3% |