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 | $44,060 | $46,869-6.0% | $122,332-64.0% | $70,131-37.2% |
| Participation rate | 84.0% | 58.2%+25.8pp | 71.6%+12.4pp | 69.5%+14.5pp |
| Annual return | 20.45% | 24.22%-3.8pp | 30.27%-9.8pp | 73.14%-52.7pp |
| Employer contribution / active EE | $2,420 | $1,288+88.0% | $4,050-40.2% | $2,342+3.3% |
| Participant deferral / active EE | $4,476 | $2,166+106.6% | $3,287+36.2% | $3,332+34.3% |
| Admin fee / account holder | $14,139 | $3,322+325.6% | $5,478+158.1% | $4,645+204.4% |