Filed July 6, 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 7-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 | $56,680 | $69,207-18.1% | $64,056-11.5% | $139,434-59.3% |
| Participation rate | 93.8% | 75.6%+18.2pp | 72.3%+21.4pp | 80.3%+13.4pp |
| Annual return | 13.02% | 45.88%-32.9pp | 33.69%-20.7pp | 372.94%-359.9pp |
| Employer contribution / active EE | $3,681 | $3,182+15.7% | $2,747+34.0% | $4,751-22.5% |
| Participant deferral / active EE | $6,200 | $4,682+32.4% | $3,880+59.8% | $6,710-7.6% |
| Admin fee / account holder | $43,817 | $4,244+932.4% | $3,068+1328.1% | $11,403+284.3% |