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 | $107,480 | $101,317+6.1% | $146,958-26.9% | $74,495+44.3% |
| Participation rate | 97.2% | 75.5%+21.6pp | 82.2%+15.0pp | 67.2%+30.0pp |
| Annual return | 15.35% | 8730.91%-8715.6pp | 418.34%-403.0pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $4,494 | $3,810+17.9% | $4,933-8.9% | $2,623+71.3% |
| Participant deferral / active EE | $9,315 | $7,303+27.5% | $8,070+15.4% | $4,346+114.3% |
| Admin fee / account holder | $1,007 | $1,739-42.1% | $12,998-92.3% | $1,942-48.2% |