Filed January 11, 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 | $109,458 | $105,181+4.1% | $159,436-31.3% | $85,850+27.5% |
| Participation rate | 92.2% | 75.8%+16.4pp | 82.8%+9.4pp | 69.3%+22.9pp |
| Annual return | 16.10% | 45.07%-29.0pp | 263.57%-247.5pp | 318.53%-302.4pp |
| Employer contribution / active EE | $3,049 | $3,318-8.1% | $4,829-36.9% | $2,565+18.9% |
| Participant deferral / active EE | $7,978 | $5,945+34.2% | $7,352+8.5% | $3,952+101.9% |
| Admin fee / account holder | $6,135 | $6,933-11.5% | $10,799-43.2% | $6,260-2.0% |