Filed June 29, 2015
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 | $151,004 | $95,803+57.6% | $113,168+33.4% | $84,808+78.1% |
| Participation rate | 85.4% | 72.9%+12.5pp | 76.6%+8.8pp | 68.3%+17.1pp |
| Annual return | 12.93% | 25.00%-12.1pp | 24.27%-11.3pp | 40.90%-28.0pp |
| Employer contribution / active EE | $932 | $2,360-60.5% | $2,975-68.7% | $2,631-64.6% |
| Participant deferral / active EE | $6,628 | $4,242+56.2% | $5,107+29.8% | $4,212+57.4% |
| Admin fee / account holder | $67,964 | $8,989+656.1% | $12,068+463.2% | $7,344+825.5% |