Filed December 12, 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 9-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 | $97,343 | $91,407+6.5% | $135,903-28.4% | $71,457+36.2% |
| Participation rate | 89.1% | 75.7%+13.5pp | 81.9%+7.2pp | 67.9%+21.2pp |
| Annual return | 20.65% | 29.90%-9.3pp | 68.23%-47.6pp | 28.85%-8.2pp |
| Employer contribution / active EE | $3,282 | $3,703-11.4% | $4,856-32.4% | $2,588+26.8% |
| Participant deferral / active EE | $8,602 | $7,092+21.3% | $7,758+10.9% | $4,289+100.6% |
| Admin fee / account holder | $3,694 | $1,266+191.9% | $10,762-65.7% | $1,587+132.7% |