Filed December 2, 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 | $85,722 | $93,571-8.4% | $135,903-36.9% | $75,163+14.0% |
| Participation rate | 80.0% | 75.2%+4.8pp | 81.9%-1.9pp | 67.2%+12.8pp |
| Annual return | 18.61% | 30.90%-12.3pp | 68.23%-49.6pp | 160.62%-142.0pp |
| Employer contribution / active EE | $3,777 | $3,537+6.8% | $4,856-22.2% | $2,670+41.5% |
| Participant deferral / active EE | $6,075 | $6,404-5.1% | $7,758-21.7% | $4,125+47.3% |
| Admin fee / account holder | $5,470 | $6,975-21.6% | $10,762-49.2% | $5,651-3.2% |