Filed May 26, 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 | $237,658 | $57,506+313.3% | $67,221+253.5% | $79,858+197.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 15.22% | 18.46%-3.2pp | 20.72%-5.5pp | 31.71%-16.5pp |
| Employer contribution / active EE | $17,849 | $2,961+502.9% | $3,723+379.4% | $2,471+622.4% |
| Participant deferral / active EE | $11,905 | $3,508+239.3% | $4,384+171.6% | $3,740+218.3% |
| Admin fee / account holder | $7,335 | $4,029+82.1% | $5,844+25.5% | $5,306+38.2% |