Filed October 12, 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 | $84,527 | $100,041-15.5% | $149,718-43.5% | $70,131+20.5% |
| Participation rate | 88.6% | 83.6%+5.0pp | 87.1%+1.5pp | 69.5%+19.0pp |
| Annual return | 18.68% | 27.43%-8.8pp | 1501.63%-1483.0pp | 73.14%-54.5pp |
| Employer contribution / active EE | $2,589 | $3,662-29.3% | $5,445-52.4% | $2,342+10.5% |
| Participant deferral / active EE | $5,649 | $4,983+13.4% | $6,569-14.0% | $3,332+69.5% |
| Admin fee / account holder | $1,862 | $8,286-77.5% | $11,283-83.5% | $4,645-59.9% |