Filed August 29, 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 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 | $209,005 | $88,751+135.5% | $81,812+155.5% | $145,922+43.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.80% | 1025.40%-1005.6pp | 773.79%-754.0pp | 561.29%-541.5pp |
| Employer contribution / active EE | $5,170 | $3,083+67.7% | $2,912+77.5% | $4,660+11.0% |
| Participant deferral / active EE | $13,075 | $4,643+181.6% | $4,319+202.8% | $6,688+95.5% |
| Admin fee / account holder | $5,183 | $8,415-38.4% | $7,386-29.8% | $13,397-61.3% |