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 | $121,797 | $99,020+23.0% | $86,590+40.7% | $147,584-17.5% |
| Participation rate | 91.7% | 76.3%+15.3pp | 73.5%+18.1pp | 82.8%+8.8pp |
| Annual return | 15.19% | 1312.34%-1297.1pp | 964.84%-949.6pp | 578.55%-563.4pp |
| Employer contribution / active EE | $8,476 | $3,132+170.6% | $2,839+198.5% | $4,876+73.8% |
| Participant deferral / active EE | $10,274 | $3,972+158.7% | $3,609+184.7% | $5,439+88.9% |
| Admin fee / account holder | $2,140 | $5,710-62.5% | $4,906-56.4% | $10,885-80.3% |