Filed August 29, 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 | $149,892 | $185,822-19.3% | $169,993-11.8% | $139,434+7.5% |
| Participation rate | 86.4% | 87.8%-1.4pp | 87.0%-0.6pp | 80.3%+6.0pp |
| Annual return | 15.33% | 60.50%-45.2pp | 53.37%-38.0pp | 372.94%-357.6pp |
| Employer contribution / active EE | $2,149 | $7,590-71.7% | $6,785-68.3% | $4,751-54.8% |
| Participant deferral / active EE | $3,754 | $11,622-67.7% | $10,408-63.9% | $6,710-44.1% |
| Admin fee / account holder | $103,962 | $15,381+575.9% | $12,815+711.2% | $11,403+811.7% |