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 9-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 | $90,370 | $110,502-18.2% | $80,716+12.0% | $167,490-46.0% |
| Participation rate | 70.0% | 64.0%+6.0pp | 54.2%+15.8pp | 82.1%-12.1pp |
| Annual return | 25.66% | 120.54%-94.9pp | 87.28%-61.6pp | 478.56%-452.9pp |
| Employer contribution / active EE | $1,699 | $1,543+10.1% | $1,160+46.5% | $4,837-64.9% |
| Participant deferral / active EE | $8,919 | $2,871+210.7% | $2,146+315.7% | $6,341+40.7% |
| Admin fee / account holder | $10,048 | $4,545+121.1% | $3,380+197.3% | $12,309-18.4% |