Filed October 30, 2017 (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 9-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 | $45,978 | $176,377-73.9% | $134,143-65.7% | $158,922-71.1% |
| Participation rate | 85.7% | 78.7%+7.0pp | 72.2%+13.5pp | 82.0%+3.8pp |
| Annual return | 61.60% | 63.63%-2.0pp | 36.33%+25.3pp | 302.83%-241.2pp |
| Employer contribution / active EE | $4,777 | $5,040-5.2% | $3,704+29.0% | $4,761+0.3% |
| Participant deferral / active EE | $7,211 | $4,091+76.2% | $3,499+106.1% | $5,982+20.5% |
| Admin fee / account holder | $909 | $8,718-89.6% | $6,684-86.4% | $11,246-91.9% |