Filed September 20, 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 | $93,483 | $76,367+22.4% | $93,606-0.1% | $72,985+28.1% |
| Participation rate | 92.6% | 71.7%+20.8pp | 75.8%+16.8pp | 69.5%+23.1pp |
| Annual return | 19.86% | 25.82%-6.0pp | 32.76%-12.9pp | 81.00%-61.1pp |
| Employer contribution / active EE | $1,176 | $2,275-48.3% | $2,718-56.7% | $2,440-51.8% |
| Participant deferral / active EE | $3,467 | $3,538-2.0% | $4,069-14.8% | $3,607-3.9% |
| Admin fee / account holder | $6,841 | $6,8380% | $7,888-13.3% | $5,124+33.5% |