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 | $138,733 | $93,571+48.3% | $135,903+2.1% | $75,163+84.6% |
| Participation rate | 88.7% | 75.2%+13.6pp | 81.9%+6.8pp | 67.2%+21.5pp |
| Annual return | 18.31% | 30.90%-12.6pp | 68.23%-49.9pp | 160.62%-142.3pp |
| Employer contribution / active EE | $3,910 | $3,537+10.5% | $4,856-19.5% | $2,670+46.4% |
| Participant deferral / active EE | $9,172 | $6,404+43.2% | $7,758+18.2% | $4,125+122.3% |
| Admin fee / account holder | $10,684 | $6,975+53.2% | $10,762-0.7% | $5,651+89.1% |