Filed May 23, 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 4-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 | $113,498 | $102,317+10.9% | $146,958-22.8% | $80,856+40.4% |
| Participation rate | 75.7% | 75.8%-0.1pp | 82.2%-6.4pp | 67.6%+8.1pp |
| Annual return | 15.75% | 134.76%-119.0pp | 418.34%-402.6pp | 35.59%-19.8pp |
| Employer contribution / active EE | $5,600 | $3,713+50.8% | $4,933+13.5% | $2,755+103.3% |
| Participant deferral / active EE | $13,535 | $6,644+103.7% | $8,070+67.7% | $4,296+215.1% |
| Admin fee / account holder | $12,871 | $7,941+62.1% | $12,998-1.0% | $6,918+86.0% |