Filed October 31, 2017
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 | $8,119 | $30,400-73.3% | $53,898-84.9% | $84,808-90.4% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 24.59% | 500.19%-475.6pp | 528.60%-504.0pp | 40.90%-16.3pp |
| Employer contribution / active EE | $247 | $603-59.1% | $932-73.5% | $2,631-90.6% |
| Participant deferral / active EE | $1,671 | $1,199+39.4% | $1,826-8.5% | $4,212-60.3% |
| Admin fee / account holder | $731 | $1,993-63.3% | $2,491-70.7% | $7,344-90.0% |