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 | $56,137 | $54,705+2.6% | $71,209-21.2% | $84,808-33.8% |
| Participation rate | 80.5% | 64.1%+16.4pp | 73.8%+6.7pp | 68.3%+12.2pp |
| Annual return | 26.07% | 35.90%-9.8pp | 282.51%-256.4pp | 40.90%-14.8pp |
| Employer contribution / active EE | $2,336 | $2,158+8.2% | $2,721-14.2% | $2,631-11.2% |
| Participant deferral / active EE | $4,429 | $3,030+46.2% | $4,175+6.1% | $4,212+5.2% |
| Admin fee / account holder | $5,178 | $4,863+6.5% | $5,349-3.2% | $7,344-29.5% |