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 | $132,530 | $60,124+120.4% | $90,404+46.6% | $79,858+66.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 11.47% | 71.94%-60.5pp | 1293.02%-1281.6pp | 31.71%-20.2pp |
| Employer contribution / active EE | $3,596 | $2,068+73.9% | $3,262+10.2% | $2,471+45.5% |
| Participant deferral / active EE | $7,278 | $2,938+147.7% | $3,963+83.6% | $3,740+94.6% |
| Admin fee / account holder | $40,671 | $3,976+922.8% | $5,611+624.9% | $5,306+666.5% |