Filed April 27, 2017
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 | $374,218 | $74,888+399.7% | $71,209+425.5% | $142,382+162.8% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.8%+8.1pp | 80.1%+1.7pp |
| Annual return | 13.25% | 345.14%-331.9pp | 282.51%-269.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $7,861 | $2,854+175.4% | $2,721+188.9% | $4,299+82.9% |
| Participant deferral / active EE | $14,004 | $4,454+214.4% | $4,175+235.4% | $6,507+115.2% |
| Admin fee / account holder | $9,103 | $5,568+63.5% | $5,349+70.2% | $12,624-27.9% |