Filed September 13, 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 | $49,485 | $64,707-23.5% | $112,228-55.9% | $68,494-27.8% |
| Participation rate | 75.5% | 67.2%+8.3pp | 75.1%+0.4pp | 67.9%+7.6pp |
| Annual return | -17.64% | -11.40%-6.2pp | 27.45%-45.1pp | -7.84%-9.8pp |
| Employer contribution / active EE | $2,369 | $2,746-13.7% | $3,635-34.8% | $2,596-8.8% |
| Participant deferral / active EE | $4,085 | $3,565+14.6% | $4,728-13.6% | $4,027+1.4% |
| Admin fee / account holder | $1,325 | $5,232-74.7% | $6,410-79.3% | $5,403-75.5% |