Filed May 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 | $97,810 | $102,966-5.0% | $90,281+8.3% | $152,861-36.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 26.54% | 95.16%-68.6pp | 78.10%-51.6pp | 345.32%-318.8pp |
| Employer contribution / active EE | $7,734 | $3,139+146.4% | $2,854+170.9% | $4,762+62.4% |
| Participant deferral / active EE | $7,734 | $4,281+80.6% | $3,885+99.0% | $5,850+32.2% |
| Admin fee / account holder | $794 | $6,171-87.1% | $5,351-85.2% | $11,596-93.2% |