Filed July 19, 2018 (most recent of 3 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 | $49,325 | $39,019+26.4% | $80,716-38.9% | $85,850-42.5% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 36.44% | 26.27%+10.2pp | 87.28%-50.8pp | 318.53%-282.1pp |
| Employer contribution / active EE | $1,367 | $722+89.3% | $1,160+17.8% | $2,565-46.7% |
| Participant deferral / active EE | $2,535 | $1,326+91.3% | $2,146+18.2% | $3,952-35.8% |
| Admin fee / account holder | $1,516 | $2,431-37.6% | $3,380-55.1% | $6,260-75.8% |