Filed November 10, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,185 | $80,717+227.3% | $154,803+70.7% | $84,808+211.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 14.65% | 37.96%-23.3pp | 58.88%-44.2pp | 40.90%-26.2pp |
| Employer contribution / active EE | $5,026 | $2,761+82.0% | $4,305+16.7% | $2,631+91.0% |
| Participant deferral / active EE | $6,079 | $3,303+84.0% | $5,540+9.7% | $4,212+44.3% |
| Admin fee / account holder | $24,421 | $6,746+262.0% | $14,329+70.4% | $7,344+232.5% |