Filed September 25, 2015
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 | $72,956 | $138,347-47.3% | $184,203-60.4% | $80,856-9.8% |
| Participation rate | 91.4% | 83.9%+7.5pp | 86.8%+4.6pp | 67.6%+23.7pp |
| Annual return | 13.34% | 20.02%-6.7pp | 28.81%-15.5pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,944 | $4,850-59.9% | $6,427-69.8% | $2,755-29.4% |
| Participant deferral / active EE | $4,785 | $7,071-32.3% | $9,131-47.6% | $4,296+11.4% |
| Admin fee / account holder | $5,543 | $10,483-47.1% | $13,901-60.1% | $6,918-19.9% |