Filed April 12, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $454,464 | $214,378+112.0% | $200,582+126.6% | $142,382+219.2% |
| Participation rate | 95.0% | 87.4%+7.6pp | 86.9%+8.1pp | 80.1%+14.9pp |
| Annual return | 12.53% | 46.41%-33.9pp | 42.33%-29.8pp | 217.08%-204.6pp |
| Employer contribution / active EE | $7,355 | $6,841+7.5% | $6,419+14.6% | $4,299+71.1% |
| Participant deferral / active EE | $10,018 | $9,865+1.6% | $9,331+7.4% | $6,507+54.0% |
| Admin fee / account holder | $2,514 | $17,692-85.8% | $16,305-84.6% | $12,624-80.1% |