Filed April 27, 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 | $135,024 | $89,355+51.1% | $141,162-4.3% | $72,985+85.0% |
| Participation rate | 97.3% | 75.1%+22.2pp | 82.5%+14.9pp | 69.5%+27.8pp |
| Annual return | 25.62% | 111.85%-86.2pp | 71.39%-45.8pp | 81.00%-55.4pp |
| Employer contribution / active EE | $3,710 | $3,114+19.1% | $4,735-21.7% | $2,440+52.0% |
| Participant deferral / active EE | $9,338 | $5,418+72.3% | $6,709+39.2% | $3,607+158.9% |
| Admin fee / account holder | $5,408 | $5,958-9.2% | $10,261-47.3% | $5,124+5.5% |