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 | $90,249 | $69,010+30.8% | $159,960-43.6% | $68,494+31.8% |
| Participation rate | 90.0% | 65.4%+24.6pp | 78.0%+12.0pp | 67.9%+22.1pp |
| Annual return | -16.44% | -9.65%-6.8pp | 408.60%-425.0pp | -7.84%-8.6pp |
| Employer contribution / active EE | $7,961 | $2,213+259.7% | $4,226+88.4% | $2,596+206.6% |
| Participant deferral / active EE | $8,751 | $4,212+107.8% | $6,182+41.5% | $4,027+117.3% |
| Admin fee / account holder | $2,776 | $4,798-42.1% | $8,698-68.1% | $5,403-48.6% |