Filed June 16, 2017
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 | $111,214 | $72,492+53.4% | $87,100+27.7% | $72,985+52.4% |
| Participation rate | 91.1% | 72.8%+18.3pp | 76.9%+14.2pp | 69.5%+21.6pp |
| Annual return | 17.67% | 24.46%-6.8pp | 28.19%-10.5pp | 81.00%-63.3pp |
| Employer contribution / active EE | $1,805 | $1,894-4.7% | $2,521-28.4% | $2,440-26.0% |
| Participant deferral / active EE | $5,131 | $3,270+56.9% | $4,049+26.7% | $3,607+42.2% |
| Admin fee / account holder | $9,904 | $5,055+95.9% | $7,497+32.1% | $5,124+93.3% |