Filed January 17, 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 8-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 | $59,469 | $81,460-27.0% | $103,333-42.4% | $80,856-26.5% |
| Participation rate | 95.3% | 66.8%+28.4pp | 74.5%+20.8pp | 67.6%+27.7pp |
| Annual return | 14.71% | 25.55%-10.8pp | 24.88%-10.2pp | 35.59%-20.9pp |
| Employer contribution / active EE | $3,213 | $3,105+3.5% | $3,868-16.9% | $2,755+16.6% |
| Participant deferral / active EE | $8,041 | $3,869+107.9% | $5,057+59.0% | $4,296+87.2% |
| Admin fee / account holder | $3,919 | $6,566-40.3% | $8,355-53.1% | $6,918-43.4% |