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 | $35,573 | $73,867-51.8% | $143,757-75.3% | $68,494-48.1% |
| Participation rate | 81.5% | 66.7%+14.9pp | 80.3%+1.2pp | 67.9%+13.7pp |
| Annual return | -15.00% | 1.01%-16.0pp | -0.04%-15.0pp | -7.84%-7.2pp |
| Employer contribution / active EE | $1,641 | $3,184-48.5% | $4,951-66.9% | $2,596-36.8% |
| Participant deferral / active EE | $3,955 | $3,384+16.9% | $5,637-29.8% | $4,027-1.8% |
| Admin fee / account holder | $7,360 | $5,755+27.9% | $14,673-49.8% | $5,403+36.2% |