Filed July 6, 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 | $65,253 | $109,359-40.3% | $162,163-59.8% | $72,985-10.6% |
| Participation rate | 87.5% | 84.3%+3.2pp | 87.6%-0.1pp | 69.5%+18.0pp |
| Annual return | 35.90% | 25.46%+10.4pp | 115.59%-79.7pp | 81.00%-45.1pp |
| Employer contribution / active EE | $4,291 | $3,907+9.8% | $5,614-23.6% | $2,440+75.9% |
| Participant deferral / active EE | $9,131 | $5,481+66.6% | $7,298+25.1% | $3,607+153.1% |
| Admin fee / account holder | $4,666 | $7,972-41.5% | $10,843-57.0% | $5,124-8.9% |