Filed March 29, 2016
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 | $118,459 | $58,512+102.5% | $84,015+41.0% | $72,985+62.3% |
| Participation rate | 71.7% | 61.2%+10.5pp | 69.0%+2.7pp | 69.5%+2.2pp |
| Annual return | 17.18% | 28.93%-11.7pp | 71.31%-54.1pp | 81.00%-63.8pp |
| Employer contribution / active EE | $1,166 | $1,163+0.3% | $1,983-41.2% | $2,440-52.2% |
| Participant deferral / active EE | $3,396 | $2,394+41.9% | $3,239+4.8% | $3,607-5.9% |
| Admin fee / account holder | $8,906 | $4,569+94.9% | $6,101+46.0% | $5,124+73.8% |