Filed July 6, 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 | $68,456 | $105,181-34.9% | $159,436-57.1% | $85,850-20.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 25.70% | 45.07%-19.4pp | 263.57%-237.9pp | 318.53%-292.8pp |
| Employer contribution / active EE | $7,092 | $3,318+113.7% | $4,829+46.9% | $2,565+176.5% |
| Participant deferral / active EE | $10,560 | $5,945+77.6% | $7,352+43.6% | $3,952+167.2% |
| Admin fee / account holder | $9,243 | $6,933+33.3% | $10,799-14.4% | $6,260+47.7% |