Filed May 18, 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 | $39,730 | $43,075-7.8% | $74,583-46.7% | $62,891-36.8% |
| Participation rate | 82.1% | 58.1%+24.1pp | 68.1%+14.0pp | 69.3%+12.8pp |
| Annual return | 8.82% | 17.50%-8.7pp | 20.47%-11.6pp | 20.14%-11.3pp |
| Employer contribution / active EE | $2,452 | $1,498+63.7% | $2,525-2.9% | $2,281+7.5% |
| Participant deferral / active EE | $3,759 | $2,389+57.3% | $3,458+8.7% | $3,203+17.4% |
| Admin fee / account holder | $447 | $2,840-84.3% | $4,138-89.2% | $4,296-89.6% |