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 | $180,445 | $77,813+131.9% | $123,544+46.1% | $64,186+181.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.64% | 12.48%-20.1pp | 119.20%-126.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $2,844 | $3,014-5.6% | $4,628-38.5% | $2,381+19.5% |
| Participant deferral / active EE | $9,944 | $5,240+89.8% | $6,426+54.8% | $3,470+186.6% |
| Admin fee / account holder | $1,371 | $5,519-75.2% | $9,284-85.2% | $4,888-72.0% |