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 | $193,548 | $82,664+134.1% | $125,339+54.4% | $68,494+182.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.62% | -5.97%-11.6pp | 572.05%-589.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $3,392 | $3,381+0.3% | $4,814-29.5% | $2,596+30.7% |
| Participant deferral / active EE | $12,631 | $6,110+106.7% | $7,446+69.6% | $4,027+213.7% |
| Admin fee / account holder | $6,268 | $6,275-0.1% | $10,010-37.4% | $5,403+16.0% |