Filed September 22, 2017 (most recent of 2 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 | $56,315 | $69,515-19.0% | $86,874-35.2% | $85,850-34.4% |
| Participation rate | 81.5% | 66.3%+15.2pp | 71.6%+9.8pp | 69.3%+12.2pp |
| Annual return | 31.99% | 20.12%+11.9pp | 63.52%-31.5pp | 318.53%-286.5pp |
| Employer contribution / active EE | $505 | $1,880-73.1% | $2,495-79.8% | $2,565-80.3% |
| Participant deferral / active EE | $1,567 | $2,919-46.3% | $3,699-57.6% | $3,952-60.3% |
| Admin fee / account holder | $4,341 | $5,972-27.3% | $5,828-25.5% | $6,260-30.7% |