Filed December 14, 2016 (most recent of 2 filings on file)
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 8-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 | $63,858 | $137,414-53.5% | $189,513-66.3% | $85,850-25.6% |
| Participation rate | 96.9% | 84.6%+12.3pp | 87.8%+9.1pp | 69.3%+27.6pp |
| Annual return | 12.27% | 38.14%-25.9pp | 555.15%-542.9pp | 318.53%-306.3pp |
| Employer contribution / active EE | $2,838 | $4,344-34.7% | $6,162-53.9% | $2,565+10.6% |
| Participant deferral / active EE | $5,140 | $6,260-17.9% | $8,221-37.5% | $3,952+30.1% |
| Admin fee / account holder | $3,089 | $8,630-64.2% | $12,045-74.4% | $6,260-50.7% |