Filed July 7, 2015
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 | $76,472 | $98,750-22.6% | $149,696-48.9% | $79,858-4.2% |
| Participation rate | 85.3% | 75.8%+9.5pp | 82.5%+2.8pp | 69.6%+15.7pp |
| Annual return | 25.67% | 27.43%-1.8pp | 276.60%-250.9pp | 31.71%-6.0pp |
| Employer contribution / active EE | $3,858 | $3,216+19.9% | $4,644-16.9% | $2,471+56.1% |
| Participant deferral / active EE | $6,374 | $5,680+12.2% | $6,842-6.8% | $3,740+70.4% |
| Admin fee / account holder | $782 | $6,053-87.1% | $9,309-91.6% | $5,306-85.3% |