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 9-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 | $75,494 | $55,415+36.2% | $155,509-51.5% | $74,495+1.3% |
| Participation rate | 71.3% | 61.9%+9.4pp | 78.2%-6.9pp | 67.2%+4.1pp |
| Annual return | 12.42% | 268.50%-256.1pp | 64.67%-52.3pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $1,265 | $2,267-44.2% | $4,672-72.9% | $2,623-51.8% |
| Participant deferral / active EE | $5,385 | $2,836+89.9% | $5,626-4.3% | $4,346+23.9% |
| Admin fee / account holder | $5,268 | $1,738+203.0% | $15,912-66.9% | $1,942+171.3% |