Filed May 10, 2018
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 | $63,198 | $48,230+31.0% | $67,502-6.4% | $80,856-21.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 12.43% | 18.28%-5.8pp | 3512.12%-3499.7pp | 35.59%-23.2pp |
| Employer contribution / active EE | $5,318 | $2,020+163.3% | $2,731+94.7% | $2,755+93.0% |
| Participant deferral / active EE | $3,680 | $2,924+25.9% | $4,000-8.0% | $4,296-14.3% |
| Admin fee / account holder | $2,241 | $3,681-39.1% | $3,998-43.9% | $6,918-67.6% |