Filed October 23, 2015
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 | $161,964 | $101,724+59.2% | $164,813-1.7% | $80,856+100.3% |
| Participation rate | 95.6% | 71.8%+23.7pp | 78.6%+17.0pp | 67.6%+27.9pp |
| Annual return | 12.92% | 16.72%-3.8pp | 69.93%-57.0pp | 35.59%-22.7pp |
| Employer contribution / active EE | $7,357 | $2,953+149.1% | $4,341+69.5% | $2,755+167.0% |
| Participant deferral / active EE | $4,960 | $4,477+10.8% | $6,031-17.8% | $4,296+15.5% |
| Admin fee / account holder | $10,783 | $8,227+31.1% | $12,690-15.0% | $6,918+55.9% |