Filed January 12, 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 | $193,092 | $202,432-4.6% | $169,368+14.0% | $139,434+38.5% |
| Participation rate | 87.5% | 81.1%+6.4pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 16.33% | 531.74%-515.4pp | 405.60%-389.3pp | 372.94%-356.6pp |
| Employer contribution / active EE | $5,596 | $4,692+19.3% | $4,013+39.5% | $4,751+17.8% |
| Participant deferral / active EE | $6,911 | $6,938-0.4% | $6,221+11.1% | $6,710+3.0% |
| Admin fee / account holder | $26,773 | $10,708+150.0% | $9,003+197.4% | $11,403+134.8% |