Filed December 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 9-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 | $63,828 | $80,717-20.9% | $154,803-58.8% | $84,808-24.7% |
| Participation rate | 89.2% | 66.8%+22.4pp | 78.1%+11.1pp | 68.3%+20.9pp |
| Annual return | 15.93% | 37.96%-22.0pp | 58.88%-42.9pp | 40.90%-25.0pp |
| Employer contribution / active EE | $3,841 | $2,761+39.1% | $4,305-10.8% | $2,631+46.0% |
| Participant deferral / active EE | $8,954 | $3,303+171.1% | $5,540+61.6% | $4,212+112.6% |
| Admin fee / account holder | $4,765 | $6,746-29.4% | $14,329-66.7% | $7,344-35.1% |