Filed July 13, 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 | $63,523 | $92,703-31.5% | $82,719-23.2% | $134,475-52.8% |
| Participation rate | 91.7% | 75.2%+16.5pp | 72.6%+19.1pp | 81.2%+10.4pp |
| Annual return | -14.65% | 944.92%-959.6pp | 701.18%-715.8pp | 417.96%-432.6pp |
| Employer contribution / active EE | $1,211 | $3,274-63.0% | $3,009-59.7% | $4,740-74.4% |
| Participant deferral / active EE | $2,993 | $4,802-37.7% | $4,395-31.9% | $6,400-53.2% |
| Admin fee / account holder | $29,151 | $5,983+387.3% | $5,329+447.0% | $11,426+155.1% |