Filed February 19, 2016
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 | $238,732 | $102,966+131.9% | $90,281+164.4% | $152,861+56.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 25.88% | 95.16%-69.3pp | 78.10%-52.2pp | 345.32%-319.4pp |
| Employer contribution / active EE | $10,227 | $3,139+225.8% | $2,854+258.3% | $4,762+114.7% |
| Participant deferral / active EE | $7,523 | $4,281+75.7% | $3,885+93.6% | $5,850+28.6% |
| Admin fee / account holder | $421 | $6,171-93.2% | $5,351-92.1% | $11,596-96.4% |