Filed May 24, 2017
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 8-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 | $28,390 | $114,381-75.2% | $107,525-73.6% | $142,382-80.1% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 17.52% | 242.71%-225.2pp | 181.32%-163.8pp | 217.08%-199.6pp |
| Employer contribution / active EE | $5,963 | $4,015+48.5% | $3,754+58.9% | $4,299+38.7% |
| Participant deferral / active EE | $5,986 | $5,564+7.6% | $5,116+17.0% | $6,507-8.0% |
| Admin fee / account holder | $4,495 | $9,860-54.4% | $8,919-49.6% | $12,624-64.4% |