Filed February 2, 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 | $125,788 | $176,056-28.6% | $159,436-21.1% | $167,490-24.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.30% | 331.75%-321.4pp | 263.57%-253.3pp | 478.56%-468.3pp |
| Employer contribution / active EE | $5,923 | $5,297+11.8% | $4,829+22.6% | $4,837+22.4% |
| Participant deferral / active EE | $22,826 | $7,750+194.5% | $7,352+210.5% | $6,341+260.0% |
| Admin fee / account holder | $34,001 | $12,554+170.8% | $10,799+214.9% | $12,309+176.2% |