Filed October 3, 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 | $175,354 | $80,968+116.6% | $96,544+81.6% | $75,163+133.3% |
| Participation rate | 97.8% | 71.8%+26.0pp | 76.0%+21.8pp | 67.2%+30.6pp |
| Annual return | 16.45% | 27.06%-10.6pp | 25.84%-9.4pp | 160.62%-144.2pp |
| Employer contribution / active EE | $2,948 | $2,282+29.2% | $2,965-0.6% | $2,670+10.4% |
| Participant deferral / active EE | $5,469 | $3,928+39.2% | $4,851+12.7% | $4,125+32.6% |
| Admin fee / account holder | $5,524 | $6,724-17.8% | $8,252-33.1% | $5,651-2.2% |