Filed August 24, 2017 (most recent of 3 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 | $43,376 | $57,281-24.3% | $86,612-49.9% | $75,163-42.3% |
| Participation rate | 90.1% | 63.2%+26.9pp | 71.7%+18.4pp | 67.2%+22.9pp |
| Annual return | 15.94% | 2670.75%-2654.8pp | 591.07%-575.1pp | 160.62%-144.7pp |
| Employer contribution / active EE | $1,717 | $2,314-25.8% | $3,022-43.2% | $2,670-35.7% |
| Participant deferral / active EE | $3,858 | $3,318+16.3% | $4,438-13.1% | $4,125-6.5% |
| Admin fee / account holder | $8,036 | $4,112+95.4% | $5,614+43.1% | $5,651+42.2% |