Filed November 8, 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 | $46,600 | $56,897-18.1% | $84,750-45.0% | $62,891-25.9% |
| Participation rate | 73.1% | 68.5%+4.5pp | 76.6%-3.5pp | 69.3%+3.8pp |
| Annual return | 7.55% | 6.30%+1.2pp | 22.78%-15.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $727 | $2,400-69.7% | $3,574-79.6% | $2,281-68.1% |
| Participant deferral / active EE | $1,940 | $2,709-28.4% | $3,712-47.7% | $3,203-39.4% |
| Admin fee / account holder | $1,470 | $3,581-59.0% | $5,332-72.4% | $4,296-65.8% |