Filed August 17, 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 | $108,638 | $48,076+126.0% | $78,689+38.1% | $62,891+72.7% |
| Participation rate | 97.6% | 65.2%+32.4pp | 73.6%+24.0pp | 69.3%+28.3pp |
| Annual return | 6.61% | 31.35%-24.7pp | 62.18%-55.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $6,406 | $2,015+217.9% | $2,851+124.7% | $2,281+180.8% |
| Participant deferral / active EE | $5,921 | $2,588+128.8% | $3,517+68.4% | $3,203+84.9% |
| Admin fee / account holder | $25,468 | $3,207+694.1% | $4,510+464.6% | $4,296+492.9% |