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 | $234,167 | $95,803+144.4% | $113,168+106.9% | $84,808+176.1% |
| Participation rate | 97.8% | 72.9%+25.0pp | 76.6%+21.3pp | 68.3%+29.5pp |
| Annual return | 15.17% | 25.00%-9.8pp | 24.27%-9.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $3,151 | $2,360+33.5% | $2,975+5.9% | $2,631+19.8% |
| Participant deferral / active EE | $6,727 | $4,242+58.6% | $5,107+31.7% | $4,212+59.7% |
| Admin fee / account holder | $9,747 | $8,989+8.4% | $12,068-19.2% | $7,344+32.7% |