Filed February 20, 2015
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 | $110,997 | $86,929+27.7% | $102,423+8.4% | $80,856+37.3% |
| Participation rate | 90.7% | 72.4%+18.3pp | 76.5%+14.2pp | 67.6%+23.1pp |
| Annual return | 22.75% | 18.88%+3.9pp | 29.32%-6.6pp | 35.59%-12.8pp |
| Employer contribution / active EE | $3,768 | $2,369+59.0% | $3,023+24.6% | $2,755+36.8% |
| Participant deferral / active EE | $6,704 | $4,118+62.8% | $5,053+32.7% | $4,296+56.1% |
| Admin fee / account holder | $8,035 | $8,049-0.2% | $9,451-15.0% | $6,918+16.2% |