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 | $44,156 | $58,208-24.1% | $81,812-46.0% | $80,856-45.4% |
| Participation rate | 81.8% | 63.4%+18.4pp | 72.3%+9.5pp | 67.6%+14.2pp |
| Annual return | 15.18% | 41.66%-26.5pp | 773.79%-758.6pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,697 | $2,340-27.5% | $2,912-41.7% | $2,755-38.4% |
| Participant deferral / active EE | $3,657 | $3,281+11.5% | $4,319-15.3% | $4,296-14.9% |
| Admin fee / account holder | $6,183 | $4,981+24.1% | $7,386-16.3% | $6,918-10.6% |