Filed February 5, 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 | $75,586 | $150,440-49.8% | $136,294-44.5% | $147,584-48.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.87% | 1049.08%-1032.2pp | 5155.94%-5139.1pp | 578.55%-561.7pp |
| Employer contribution / active EE | $2,250 | $5,256-57.2% | $4,695-52.1% | $4,876-53.9% |
| Participant deferral / active EE | $8,625 | $6,630+30.1% | $6,247+38.1% | $5,439+58.6% |
| Admin fee / account holder | $3,040 | $10,905-72.1% | $9,243-67.1% | $10,885-72.1% |