Filed November 17, 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 | $159,818 | $109,359+46.1% | $162,163-1.4% | $72,985+119.0% |
| Participation rate | 97.2% | 84.3%+12.9pp | 87.6%+9.6pp | 69.5%+27.7pp |
| Annual return | 26.62% | 25.46%+1.2pp | 115.59%-89.0pp | 81.00%-54.4pp |
| Employer contribution / active EE | $7,170 | $3,907+83.5% | $5,614+27.7% | $2,440+193.9% |
| Participant deferral / active EE | $12,950 | $5,481+136.3% | $7,298+77.4% | $3,607+259.0% |
| Admin fee / account holder | $2,292 | $7,972-71.2% | $10,843-78.9% | $5,124-55.3% |