Filed January 31, 2017 (most recent of 3 filings on file)
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 | $238,202 | $124,319+91.6% | $111,297+114.0% | $167,490+42.2% |
| Participation rate | 95.5% | 79.6%+15.8pp | 77.3%+18.1pp | 82.1%+13.3pp |
| Annual return | 11.58% | 37.44%-25.9pp | 54.65%-43.1pp | 478.56%-467.0pp |
| Employer contribution / active EE | $2,998 | $3,435-12.7% | $2,731+9.8% | $4,837-38.0% |
| Participant deferral / active EE | $12,899 | $5,180+149.0% | $4,487+187.5% | $6,341+103.4% |
| Admin fee / account holder | $20,659 | $10,618+94.6% | $7,964+159.4% | $12,309+67.8% |