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 | $79,855 | $148,978-46.4% | $200,582-60.2% | $84,808-5.8% |
| Participation rate | 87.5% | 84.2%+3.3pp | 86.9%+0.6pp | 68.3%+19.2pp |
| Annual return | 14.08% | 28.16%-14.1pp | 42.33%-28.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,089 | $4,815-56.6% | $6,419-67.5% | $2,631-20.6% |
| Participant deferral / active EE | $5,261 | $7,142-26.3% | $9,331-43.6% | $4,212+24.9% |
| Admin fee / account holder | $8,271 | $13,977-40.8% | $16,305-49.3% | $7,344+12.6% |