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 | $115,314 | $58,208+98.1% | $81,812+41.0% | $80,856+42.6% |
| Participation rate | 97.8% | 63.4%+34.4pp | 72.3%+25.4pp | 67.6%+30.1pp |
| Annual return | 14.76% | 41.66%-26.9pp | 773.79%-759.0pp | 35.59%-20.8pp |
| Employer contribution / active EE | $3,125 | $2,340+33.5% | $2,912+7.3% | $2,755+13.4% |
| Participant deferral / active EE | $6,710 | $3,281+104.5% | $4,319+55.4% | $4,296+56.2% |
| Admin fee / account holder | $6,880 | $4,981+38.1% | $7,386-6.9% | $6,918-0.6% |