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 | $102,670 | $57,281+79.2% | $86,612+18.5% | $75,163+36.6% |
| Participation rate | 91.4% | 63.2%+28.2pp | 71.7%+19.7pp | 67.2%+24.2pp |
| Annual return | 19.76% | 2670.75%-2651.0pp | 591.07%-571.3pp | 160.62%-140.9pp |
| Employer contribution / active EE | $2,921 | $2,314+26.2% | $3,022-3.4% | $2,670+9.4% |
| Participant deferral / active EE | $7,263 | $3,318+118.9% | $4,438+63.7% | $4,125+76.1% |
| Admin fee / account holder | $3,149 | $4,112-23.4% | $5,614-43.9% | $5,651-44.3% |