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 | $183,479 | $214,378-14.4% | $200,582-8.5% | $142,382+28.9% |
| Participation rate | 82.4% | 87.4%-5.1pp | 86.9%-4.5pp | 80.1%+2.2pp |
| Annual return | 14.65% | 46.41%-31.8pp | 42.33%-27.7pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,038 | $6,841-70.2% | $6,419-68.3% | $4,299-52.6% |
| Participant deferral / active EE | $5,126 | $9,865-48.0% | $9,331-45.1% | $6,507-21.2% |
| Admin fee / account holder | $2,357 | $17,692-86.7% | $16,305-85.5% | $12,624-81.3% |