Filed February 26, 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 | $40,944 | $107,452-61.9% | $91,541-55.3% | $142,382-71.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.57% | 22.06%-7.5pp | 20.50%-5.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $3,125 | $2,994+4.4% | $2,505+24.8% | $4,299-27.3% |
| Participant deferral / active EE | $3,225 | $4,754-32.2% | $4,008-19.5% | $6,507-50.4% |
| Admin fee / account holder | $759 | $8,834-91.4% | $6,956-89.1% | $12,624-94.0% |