Filed July 19, 2017
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 | $71,463 | $153,772-53.5% | $133,980-46.7% | $273,961-73.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.05% | 36.51%-27.5pp | 29.30%-20.2pp | 41.45%-32.4pp |
| Employer contribution / active EE | $2,373 | $6,029-60.6% | $5,211-54.5% | $4,869-51.3% |
| Participant deferral / active EE | $4,122 | $6,958-40.8% | $6,282-34.4% | $5,287-22.0% |
| Admin fee / account holder | $565 | $11,765-95.2% | $9,324-93.9% | $10,132-94.4% |