Filed April 4, 2018
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 | $164,539 | $201,272-18.3% | $184,203-10.7% | $145,922+12.8% |
| Participation rate | 93.8% | 87.5%+6.3pp | 86.8%+6.9pp | 80.3%+13.5pp |
| Annual return | 13.61% | 29.00%-15.4pp | 28.81%-15.2pp | 561.29%-547.7pp |
| Employer contribution / active EE | $2,159 | $7,022-69.3% | $6,427-66.4% | $4,660-53.7% |
| Participant deferral / active EE | $8,484 | $9,806-13.5% | $9,131-7.1% | $6,688+26.9% |
| Admin fee / account holder | $11,058 | $16,364-32.4% | $13,901-20.4% | $13,397-17.5% |