Filed July 12, 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 | $205,349 | $138,347+48.4% | $184,203+11.5% | $80,856+154.0% |
| Participation rate | 93.8% | 83.9%+9.9pp | 86.8%+6.9pp | 67.6%+26.1pp |
| Annual return | 12.05% | 20.02%-8.0pp | 28.81%-16.8pp | 35.59%-23.5pp |
| Employer contribution / active EE | $13,044 | $4,850+168.9% | $6,427+102.9% | $2,755+373.5% |
| Participant deferral / active EE | $17,303 | $7,071+144.7% | $9,131+89.5% | $4,296+302.8% |
| Admin fee / account holder | $55,768 | $10,483+432.0% | $13,901+301.2% | $6,918+706.1% |