Filed July 23, 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 8-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 | $124,732 | $80,673+54.6% | $101,326+23.1% | $84,808+47.1% |
| Participation rate | 97.6% | 77.8%+19.8pp | 81.5%+16.1pp | 68.3%+29.3pp |
| Annual return | 18.43% | 38.95%-20.5pp | 36.82%-18.4pp | 40.90%-22.5pp |
| Employer contribution / active EE | $4,699 | $2,698+74.2% | $3,665+28.2% | $2,631+78.6% |
| Participant deferral / active EE | $10,238 | $6,840+49.7% | $7,994+28.1% | $4,212+143.1% |
| Admin fee / account holder | $4,253 | $12,784-66.7% | $11,185-62.0% | $7,344-42.1% |