Filed October 19, 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 | $46,391 | $52,519-11.7% | $155,790-70.2% | $59,632-22.2% |
| Participation rate | 84.5% | 61.7%+22.8pp | 76.1%+8.4pp | 68.7%+15.8pp |
| Annual return | -2.26% | 53.51%-55.8pp | 71.54%-73.8pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $1,836 | $1,589+15.5% | $3,836-52.1% | $2,203-16.6% |
| Participant deferral / active EE | $3,355 | $3,084+8.8% | $4,797-30.1% | $3,192+5.1% |
| Admin fee / account holder | $1,576 | $3,540-55.5% | $7,478-78.9% | $4,297-63.3% |