Filed April 28, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,791 | $24,730+428.9% | $66,042+98.0% | $84,808+54.2% |
| Participation rate | 96.0% | 68.1%+27.9pp | 67.5%+28.5pp | 68.3%+27.7pp |
| Annual return | 16.78% | 79.55%-62.8pp | 52.11%-35.3pp | 40.90%-24.1pp |
| Employer contribution / active EE | $5,041 | $857+488.5% | $1,579+219.2% | $2,631+91.6% |
| Participant deferral / active EE | $10,581 | $1,737+509.2% | $2,835+273.2% | $4,212+151.2% |
| Admin fee / account holder | $16,211 | $3,014+437.9% | $5,747+182.1% | $7,344+120.7% |