Filed April 17, 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 | $172,987 | $100,773+71.7% | $88,946+94.5% | $142,382+21.5% |
| Participation rate | 95.2% | 74.3%+21.0pp | 68.8%+26.4pp | 80.1%+15.1pp |
| Annual return | 15.67% | 70.18%-54.5pp | 57.82%-42.2pp | 217.08%-201.4pp |
| Employer contribution / active EE | $3,280 | $2,918+12.4% | $2,555+28.4% | $4,299-23.7% |
| Participant deferral / active EE | $7,556 | $5,230+44.5% | $4,581+64.9% | $6,507+16.1% |
| Admin fee / account holder | $8,196 | $9,693-15.4% | $8,261-0.8% | $12,624-35.1% |