Filed October 25, 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 | $173,933 | $148,978+16.8% | $200,582-13.3% | $84,808+105.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 15.82% | 28.16%-12.3pp | 42.33%-26.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $7,591 | $4,815+57.6% | $6,419+18.3% | $2,631+188.5% |
| Participant deferral / active EE | $15,086 | $7,142+111.2% | $9,331+61.7% | $4,212+258.2% |
| Admin fee / account holder | $7,323 | $13,977-47.6% | $16,305-55.1% | $7,344-0.3% |