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 | $44,891 | $48,570-7.6% | $130,648-65.6% | $72,985-38.5% |
| Participation rate | 77.4% | 58.6%+18.8pp | 71.7%+5.7pp | 69.5%+7.9pp |
| Annual return | 25.39% | 38.63%-13.2pp | 1708.96%-1683.6pp | 81.00%-55.6pp |
| Employer contribution / active EE | $2,480 | $1,334+85.9% | $4,092-39.4% | $2,440+1.6% |
| Participant deferral / active EE | $4,723 | $2,384+98.1% | $3,603+31.1% | $3,607+30.9% |
| Admin fee / account holder | $3,083 | $3,549-13.1% | $5,464-43.6% | $5,124-39.8% |