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 | $120,195 | $53,127+126.2% | $86,590+38.8% | $70,131+71.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 18.82% | 27.66%-8.8pp | 964.84%-946.0pp | 73.14%-54.3pp |
| Employer contribution / active EE | $5,979 | $2,068+189.1% | $2,839+110.6% | $2,342+155.2% |
| Participant deferral / active EE | $5,615 | $2,696+108.3% | $3,609+55.6% | $3,332+68.5% |
| Admin fee / account holder | $20,838 | $3,585+481.2% | $4,906+324.8% | $4,645+348.6% |