Filed December 29, 2017 (most recent of 2 filings on file)
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 | $119,051 | $90,503+31.5% | $78,689+51.3% | $273,961-56.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.29% | 75.60%-67.3pp | 62.18%-53.9pp | 41.45%-33.2pp |
| Employer contribution / active EE | $11,457 | $3,176+260.8% | $2,851+301.9% | $4,869+135.3% |
| Participant deferral / active EE | $14,155 | $3,901+262.8% | $3,517+302.5% | $5,287+167.7% |
| Admin fee / account holder | $5,395 | $5,263+2.5% | $4,510+19.6% | $10,132-46.7% |