Filed May 17, 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 | $102,965 | $71,050+44.9% | $93,606+10.0% | $80,856+27.3% |
| Participation rate | 73.7% | 60.4%+13.3pp | 68.7%+5.0pp | 67.6%+6.0pp |
| Annual return | 12.72% | 11.26%+1.5pp | 133.20%-120.5pp | 35.59%-22.9pp |
| Employer contribution / active EE | $2,773 | $1,564+77.3% | $2,420+14.6% | $2,755+0.7% |
| Participant deferral / active EE | $6,359 | $4,034+57.6% | $4,411+44.2% | $4,296+48.0% |
| Admin fee / account holder | $5,760 | $6,945-17.1% | $8,285-30.5% | $6,918-16.7% |