Filed December 13, 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 9-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 | $109,676 | $100,754+8.9% | $86,677+26.5% | $134,475-18.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.52% | 29.04%-43.6pp | 35.91%-50.4pp | 417.96%-432.5pp |
| Employer contribution / active EE | $2,904 | $3,489-16.8% | $2,836+2.4% | $4,740-38.7% |
| Participant deferral / active EE | $6,598 | $5,338+23.6% | $4,656+41.7% | $6,400+3.1% |
| Admin fee / account holder | $4,101 | $10,926-62.5% | $7,493-45.3% | $11,426-64.1% |