Filed May 4, 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 | $76,626 | $53,516+43.2% | $126,539-39.4% | $84,808-9.6% |
| Participation rate | 76.9% | 58.2%+18.7pp | 69.8%+7.1pp | 68.3%+8.6pp |
| Annual return | 17.47% | 58.34%-40.9pp | 425.95%-408.5pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,718 | $1,535+77.1% | $3,674-26.0% | $2,631+3.3% |
| Participant deferral / active EE | $4,983 | $2,671+86.6% | $4,083+22.0% | $4,212+18.3% |
| Admin fee / account holder | $6,513 | $4,497+44.8% | $6,065+7.4% | $7,344-11.3% |