Filed May 10, 2018 (most recent of 3 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 9-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 | $80,881 | $80,724+0.2% | $103,333-21.7% | $74,495+8.6% |
| Participation rate | 94.5% | 65.7%+28.9pp | 74.5%+20.0pp | 67.2%+27.3pp |
| Annual return | 15.01% | 27.56%-12.5pp | 24.88%-9.9pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $5,352 | $3,157+69.5% | $3,868+38.4% | $2,623+104.1% |
| Participant deferral / active EE | $8,328 | $3,860+115.7% | $5,057+64.7% | $4,346+91.6% |
| Admin fee / account holder | $3,395 | $2,368+43.4% | $8,355-59.4% | $1,942+74.8% |