Filed May 30, 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 7-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 | $90,886 | $72,012+26.2% | $185,823-51.1% | $79,858+13.8% |
| Participation rate | 94.3% | 65.8%+28.5pp | 78.0%+16.3pp | 69.6%+24.7pp |
| Annual return | 40.98% | 23.12%+17.9pp | 35.95%+5.0pp | 31.71%+9.3pp |
| Employer contribution / active EE | $8,824 | $1,965+349.2% | $4,087+115.9% | $2,471+257.1% |
| Participant deferral / active EE | $10,274 | $3,779+171.9% | $5,632+82.4% | $3,740+174.7% |
| Admin fee / account holder | $6,698 | $4,513+48.4% | $9,500-29.5% | $5,306+26.2% |