Filed December 9, 2014
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 | $85,694 | $54,705+56.6% | $71,209+20.3% | $84,808+1.0% |
| Participation rate | 91.5% | 64.1%+27.4pp | 73.8%+17.7pp | 68.3%+23.2pp |
| Annual return | 17.83% | 35.90%-18.1pp | 282.51%-264.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $3,104 | $2,158+43.8% | $2,721+14.1% | $2,631+18.0% |
| Participant deferral / active EE | $8,989 | $3,030+196.6% | $4,175+115.3% | $4,212+113.4% |
| Admin fee / account holder | $5,798 | $4,863+19.2% | $5,349+8.4% | $7,344-21.1% |