Filed May 16, 2017 (most recent of 2 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 | $106,527 | $148,978-28.5% | $200,582-46.9% | $84,808+25.6% |
| Participation rate | 91.8% | 84.2%+7.6pp | 86.9%+4.9pp | 68.3%+23.5pp |
| Annual return | 18.14% | 28.16%-10.0pp | 42.33%-24.2pp | 40.90%-22.8pp |
| Employer contribution / active EE | $3,726 | $4,815-22.6% | $6,419-41.9% | $2,631+41.6% |
| Participant deferral / active EE | $4,739 | $7,142-33.6% | $9,331-49.2% | $4,212+12.5% |
| Admin fee / account holder | $8,889 | $13,977-36.4% | $16,305-45.5% | $7,344+21.0% |