Filed January 27, 2017
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 | $226,999 | $152,587+48.8% | $125,175+81.3% | $152,861+48.5% |
| Participation rate | 95.7% | 83.3%+12.3pp | 79.8%+15.9pp | 82.4%+13.2pp |
| Annual return | 14.87% | 54.84%-40.0pp | 43.79%-28.9pp | 345.32%-330.4pp |
| Employer contribution / active EE | $3,464 | $4,946-30.0% | $3,865-10.4% | $4,762-27.3% |
| Participant deferral / active EE | $10,190 | $5,868+73.7% | $4,937+106.4% | $5,850+74.2% |
| Admin fee / account holder | $36,500 | $13,434+171.7% | $9,702+276.2% | $11,596+214.8% |