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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,298 | $88,751+188.8% | $81,812+213.3% | $145,922+75.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.43% | 1025.40%-1006.0pp | 773.79%-754.4pp | 561.29%-541.9pp |
| Employer contribution / active EE | $12,225 | $3,083+296.5% | $2,912+319.8% | $4,660+162.4% |
| Participant deferral / active EE | $17,967 | $4,643+287.0% | $4,319+316.0% | $6,688+168.7% |
| Admin fee / account holder | $34,171 | $8,415+306.1% | $7,386+362.6% | $13,397+155.1% |