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 | $21,426 | $107,334-80.0% | $92,893-76.9% | $152,861-86.0% |
| Participation rate | 81.8% | 79.8%+2.0pp | 76.0%+5.8pp | 82.4%-0.6pp |
| Annual return | 33.22% | 145.58%-112.4pp | 109.41%-76.2pp | 345.32%-312.1pp |
| Employer contribution / active EE | $5,615 | $4,221+33.0% | $3,653+53.7% | $4,762+17.9% |
| Participant deferral / active EE | $6,546 | $4,845+35.1% | $4,236+54.5% | $5,850+11.9% |
| Admin fee / account holder | $770 | $7,079-89.1% | $5,794-86.7% | $11,596-93.4% |