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 | $130,714 | $148,978-12.3% | $200,582-34.8% | $84,808+54.1% |
| Participation rate | 88.0% | 84.2%+3.8pp | 86.9%+1.1pp | 68.3%+19.7pp |
| Annual return | 14.13% | 28.16%-14.0pp | 42.33%-28.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,211 | $4,815-54.1% | $6,419-65.5% | $2,631-16.0% |
| Participant deferral / active EE | $4,110 | $7,142-42.5% | $9,331-56.0% | $4,212-2.4% |
| Admin fee / account holder | $3,566 | $13,977-74.5% | $16,305-78.1% | $7,344-51.4% |