Filed July 28, 2017
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $474,866 | $96,128+394.0% | $136,007+249.1% | $80,856+487.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 17.25% | 28.71%-11.5pp | 579.32%-562.1pp | 35.59%-18.3pp |
| Employer contribution / active EE | $25,173 | $3,351+651.1% | $4,217+497.0% | $2,755+813.8% |
| Participant deferral / active EE | $23,505 | $5,709+311.7% | $7,025+234.6% | $4,296+447.2% |
| Admin fee / account holder | $3,250 | $8,236-60.5% | $6,858-52.6% | $6,918-53.0% |