Filed March 29, 2016
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 8-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 | $105,152 | $109,881-4.3% | $150,045-29.9% | $84,808+24.0% |
| Participation rate | 93.1% | 76.1%+17.0pp | 82.3%+10.7pp | 68.3%+24.7pp |
| Annual return | 17.99% | 28.25%-10.3pp | 62.55%-44.6pp | 40.90%-22.9pp |
| Employer contribution / active EE | $4,296 | $3,561+20.6% | $4,693-8.5% | $2,631+63.3% |
| Participant deferral / active EE | $9,000 | $6,636+35.6% | $7,997+12.5% | $4,212+113.7% |
| Admin fee / account holder | $2,810 | $8,568-67.2% | $13,435-79.1% | $7,344-61.7% |