Filed June 23, 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 | $145,063 | $109,413+32.6% | $156,263-7.2% | $84,808+71.0% |
| Participation rate | 88.1% | 72.7%+15.4pp | 78.9%+9.2pp | 68.3%+19.8pp |
| Annual return | 14.94% | 20.18%-5.2pp | 59.47%-44.5pp | 40.90%-26.0pp |
| Employer contribution / active EE | $4,580 | $2,907+57.6% | $4,333+5.7% | $2,631+74.1% |
| Participant deferral / active EE | $12,966 | $4,590+182.5% | $6,158+110.5% | $4,212+207.9% |
| Admin fee / account holder | $23,089 | $9,357+146.8% | $14,255+62.0% | $7,344+214.4% |