Filed March 31, 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 | $88,557 | $77,813+13.8% | $123,544-28.3% | $64,186+38.0% |
| Participation rate | 83.3% | 74.7%+8.6pp | 82.3%+1.0pp | 69.6%+13.8pp |
| Annual return | -5.99% | 12.48%-18.5pp | 119.20%-125.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $3,373 | $3,014+11.9% | $4,628-27.1% | $2,381+41.7% |
| Participant deferral / active EE | $9,939 | $5,240+89.7% | $6,426+54.7% | $3,470+186.5% |
| Admin fee / account holder | $17,788 | $5,519+222.3% | $9,284+91.6% | $4,888+263.9% |