Filed September 15, 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 | $61,737 | $72,177-14.5% | $115,037-46.3% | $59,632+3.5% |
| Participation rate | 89.2% | 72.6%+16.6pp | 81.4%+7.8pp | 68.7%+20.5pp |
| Annual return | 1.81% | 12.02%-10.2pp | 26.14%-24.3pp | 2041.28%-2039.5pp |
| Employer contribution / active EE | $2,869 | $2,841+1.0% | $4,608-37.7% | $2,203+30.3% |
| Participant deferral / active EE | $5,976 | $4,783+24.9% | $6,026-0.8% | $3,192+87.2% |
| Admin fee / account holder | $3,475 | $4,927-29.5% | $8,175-57.5% | $4,297-19.1% |