Filed May 10, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,549 | $148,978-43.2% | $200,582-57.8% | $84,808-0.3% |
| Participation rate | 98.2% | 84.2%+14.0pp | 86.9%+11.4pp | 68.3%+29.9pp |
| Annual return | 12.09% | 28.16%-16.1pp | 42.33%-30.2pp | 40.90%-28.8pp |
| Employer contribution / active EE | $1,704 | $4,815-64.6% | $6,419-73.4% | $2,631-35.2% |
| Participant deferral / active EE | $4,980 | $7,142-30.3% | $9,331-46.6% | $4,212+18.2% |
| Admin fee / account holder | $26,787 | $13,977+91.6% | $16,305+64.3% | $7,344+264.8% |