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 | $90,903 | $54,350+67.3% | $82,719+9.9% | $68,494+32.7% |
| Participation rate | 85.3% | 63.9%+21.4pp | 72.6%+12.7pp | 67.9%+17.4pp |
| Annual return | -18.51% | -13.67%-4.8pp | 701.18%-719.7pp | -7.84%-10.7pp |
| Employer contribution / active EE | $2,567 | $2,218+15.7% | $3,009-14.7% | $2,596-1.1% |
| Participant deferral / active EE | $6,814 | $3,246+109.9% | $4,395+55.1% | $4,027+69.2% |
| Admin fee / account holder | $33,244 | $4,395+656.3% | $5,329+523.8% | $5,403+515.3% |