Filed November 17, 2016
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 | $87,287 | $89,753-2.7% | $107,525-18.8% | $84,808+2.9% |
| Participation rate | 72.0% | 68.1%+3.9pp | 75.1%-3.1pp | 68.3%+3.7pp |
| Annual return | 23.53% | 29.48%-5.9pp | 181.32%-157.8pp | 40.90%-17.4pp |
| Employer contribution / active EE | $2,877 | $3,113-7.6% | $3,754-23.3% | $2,631+9.4% |
| Participant deferral / active EE | $6,806 | $4,056+67.8% | $5,116+33.0% | $4,212+61.6% |
| Admin fee / account holder | $2,004 | $7,222-72.2% | $8,919-77.5% | $7,344-72.7% |