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 | $368,309 | $101,883+261.5% | $453,369-18.8% | $85,850+329.0% |
| Participation rate | 100.0% | 72.3%+27.7pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 14.87% | 25.38%-10.5pp | 64.40%-49.5pp | 318.53%-303.7pp |
| Employer contribution / active EE | $22,657 | $2,847+695.7% | $4,070+456.7% | $2,565+783.3% |
| Participant deferral / active EE | $20,126 | $4,782+320.9% | $6,209+224.2% | $3,952+409.3% |
| Admin fee / account holder | $6,057 | $5,706+6.2% | $11,209-46.0% | $6,260-3.2% |