Filed May 10, 2018 (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 | $43,219 | $85,202-49.3% | $172,739-75.0% | $72,985-40.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 25.95% | 27.32%-1.4pp | 802.84%-776.9pp | 81.00%-55.1pp |
| Employer contribution / active EE | $1,769 | $3,324-46.8% | $5,143-65.6% | $2,440-27.5% |
| Participant deferral / active EE | $4,400 | $3,260+35.0% | $5,198-15.3% | $3,607+22.0% |
| Admin fee / account holder | $3,568 | $5,884-39.4% | $13,954-74.4% | $5,124-30.4% |