Filed June 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 | $82,635 | $160,055-48.4% | $140,016-41.0% | $135,375-39.0% |
| Participation rate | 90.5% | 88.5%+2.0pp | 87.5%+3.0pp | 82.6%+7.8pp |
| Annual return | -6.08% | 911.38%-917.5pp | 651.12%-657.2pp | 519.73%-525.8pp |
| Employer contribution / active EE | $3,963 | $6,420-38.3% | $5,606-29.3% | $4,779-17.1% |
| Participant deferral / active EE | $4,912 | $7,642-35.7% | $6,927-29.1% | $5,609-12.4% |
| Admin fee / account holder | $1,874 | $13,328-85.9% | $10,705-82.5% | $10,827-82.7% |