Filed October 22, 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 | $93,594 | $45,152+107.3% | $73,843+26.7% | $59,632+57.0% |
| Participation rate | 77.4% | 64.0%+13.4pp | 73.4%+4.0pp | 68.7%+8.7pp |
| Annual return | 1.65% | 27.40%-25.8pp | 2267.84%-2266.2pp | 2041.28%-2039.6pp |
| Employer contribution / active EE | $2,532 | $1,902+33.1% | $2,787-9.2% | $2,203+14.9% |
| Participant deferral / active EE | $4,390 | $2,574+70.6% | $3,583+22.5% | $3,192+37.6% |
| Admin fee / account holder | $17,912 | $3,516+409.4% | $4,880+267.0% | $4,297+316.9% |