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 | $174,741 | $100,852+73.3% | $90,404+93.3% | $158,922+10.0% |
| Participation rate | 92.9% | 75.0%+17.8pp | 72.7%+20.2pp | 82.0%+10.9pp |
| Annual return | 41.23% | 1724.20%-1683.0pp | 1293.02%-1251.8pp | 302.83%-261.6pp |
| Employer contribution / active EE | $9,892 | $3,689+168.2% | $3,262+203.2% | $4,761+107.8% |
| Participant deferral / active EE | $9,796 | $4,348+125.3% | $3,963+147.2% | $5,982+63.8% |
| Admin fee / account holder | $484 | $6,501-92.6% | $5,611-91.4% | $11,246-95.7% |