Filed March 9, 2018 (most recent of 5 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 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 | $200,413 | $85,766+133.7% | $136,294+47.0% | $70,131+185.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.65% | 31.45%-14.8pp | 5155.94%-5139.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $3,332 | $2,966+12.3% | $4,695-29.0% | $2,342+42.3% |
| Participant deferral / active EE | $12,878 | $5,051+154.9% | $6,247+106.2% | $3,332+286.5% |
| Admin fee / account holder | $3,108 | $5,420-42.7% | $9,243-66.4% | $4,645-33.1% |