Filed March 30, 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 | $28,212 | $56,053-49.7% | $75,972-62.9% | $80,856-65.1% |
| Participation rate | 94.9% | 62.0%+32.9pp | 69.1%+25.9pp | 67.6%+27.3pp |
| Annual return | 26.63% | 20.53%+6.1pp | 359.55%-332.9pp | 35.59%-9.0pp |
| Employer contribution / active EE | $1,852 | $1,874-1.2% | $2,685-31.0% | $2,755-32.8% |
| Participant deferral / active EE | $5,883 | $3,052+92.8% | $4,255+38.2% | $4,296+36.9% |
| Admin fee / account holder | $3,039 | $5,234-41.9% | $6,467-53.0% | $6,918-56.1% |