Filed January 5, 2017 (most recent of 3 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 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 | $163,872 | $85,202+92.3% | $172,739-5.1% | $72,985+124.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.85% | 27.32%-9.5pp | 802.84%-785.0pp | 81.00%-63.2pp |
| Employer contribution / active EE | $6,544 | $3,324+96.9% | $5,143+27.3% | $2,440+168.2% |
| Participant deferral / active EE | $4,267 | $3,260+30.9% | $5,198-17.9% | $3,607+18.3% |
| Admin fee / account holder | $1,725 | $5,884-70.7% | $13,954-87.6% | $5,124-66.3% |