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 | $201,794 | $86,929+132.1% | $102,423+97.0% | $80,856+149.6% |
| Participation rate | 96.8% | 72.4%+24.4pp | 76.5%+20.3pp | 67.6%+29.1pp |
| Annual return | 17.10% | 18.88%-1.8pp | 29.32%-12.2pp | 35.59%-18.5pp |
| Employer contribution / active EE | $2,899 | $2,369+22.4% | $3,023-4.1% | $2,755+5.2% |
| Participant deferral / active EE | $6,137 | $4,118+49.0% | $5,053+21.5% | $4,296+42.9% |
| Admin fee / account holder | $9,884 | $8,049+22.8% | $9,451+4.6% | $6,918+42.9% |