Filed July 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 | $106,336 | $100,041+6.3% | $149,718-29.0% | $70,131+51.6% |
| Participation rate | 87.2% | 83.6%+3.6pp | 87.1%+0.1pp | 69.5%+17.6pp |
| Annual return | 15.59% | 27.43%-11.8pp | 1501.63%-1486.0pp | 73.14%-57.6pp |
| Employer contribution / active EE | $2,035 | $3,662-44.4% | $5,445-62.6% | $2,342-13.1% |
| Participant deferral / active EE | $3,802 | $4,983-23.7% | $6,569-42.1% | $3,332+14.1% |
| Admin fee / account holder | $722 | $8,286-91.3% | $11,283-93.6% | $4,645-84.5% |