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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $296,461 | $100,852+194.0% | $90,404+227.9% | $158,922+86.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.34% | 1724.20%-1706.9pp | 1293.02%-1275.7pp | 302.83%-285.5pp |
| Employer contribution / active EE | $10,575 | $3,689+186.7% | $3,262+224.2% | $4,761+122.1% |
| Participant deferral / active EE | $7,798 | $4,348+79.4% | $3,963+96.8% | $5,982+30.4% |
| Admin fee / account holder | $486 | $6,501-92.5% | $5,611-91.3% | $11,246-95.7% |