Filed February 27, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,331 | $148,978+5.6% | $200,582-21.6% | $84,808+85.5% |
| Participation rate | 96.6% | 84.2%+12.3pp | 86.9%+9.7pp | 68.3%+28.2pp |
| Annual return | 9.25% | 28.16%-18.9pp | 42.33%-33.1pp | 40.90%-31.6pp |
| Employer contribution / active EE | $2,002 | $4,815-58.4% | $6,419-68.8% | $2,631-23.9% |
| Participant deferral / active EE | $8,237 | $7,142+15.3% | $9,331-11.7% | $4,212+95.6% |
| Admin fee / account holder | $27,030 | $13,977+93.4% | $16,305+65.8% | $7,344+268.1% |