Filed December 5, 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 | $53,217 | $144,119-63.1% | $117,854-54.8% | $147,584-63.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.90% | 531.15%-513.3pp | 335.08%-317.2pp | 578.55%-560.7pp |
| Employer contribution / active EE | $1,639 | $4,896-66.5% | $3,786-56.7% | $4,876-66.4% |
| Participant deferral / active EE | $4,586 | $5,316-13.7% | $4,482+2.3% | $5,439-15.7% |
| Admin fee / account holder | $11,050 | $10,886+1.5% | $8,020+37.8% | $10,885+1.5% |