Filed April 19, 2018
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 | $134,197 | $102,605+30.8% | $145,661-7.9% | $84,808+58.2% |
| Participation rate | 88.3% | 74.3%+14.1pp | 77.2%+11.1pp | 68.3%+20.0pp |
| Annual return | 17.29% | 26.50%-9.2pp | 101.46%-84.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $5,083 | $3,325+52.9% | $4,238+19.9% | $2,631+93.2% |
| Participant deferral / active EE | $10,426 | $5,750+81.3% | $7,198+44.8% | $4,212+147.6% |
| Admin fee / account holder | $16,042 | $8,758+83.2% | $12,466+28.7% | $7,344+118.4% |