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 | $70,296 | $110,094-36.1% | $151,611-53.6% | $68,494+2.6% |
| Participation rate | 89.4% | 84.0%+5.4pp | 87.5%+1.9pp | 67.9%+21.5pp |
| Annual return | -15.61% | -10.12%-5.5pp | 3.33%-18.9pp | -7.84%-7.8pp |
| Employer contribution / active EE | $4,239 | $4,471-5.2% | $6,166-31.3% | $2,596+63.3% |
| Participant deferral / active EE | $9,075 | $6,527+39.0% | $8,363+8.5% | $4,027+125.3% |
| Admin fee / account holder | $4,045 | $7,719-47.6% | $11,616-65.2% | $5,403-25.1% |