Filed January 23, 2017 (most recent of 2 filings on file)
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 | $88,086 | $123,793-28.8% | $177,821-50.5% | $79,858+10.3% |
| Participation rate | 89.3% | 84.7%+4.6pp | 87.7%+1.6pp | 69.6%+19.7pp |
| Annual return | 14.72% | 22.82%-8.1pp | 48.32%-33.6pp | 31.71%-17.0pp |
| Employer contribution / active EE | $1,579 | $4,095-61.4% | $5,918-73.3% | $2,471-36.1% |
| Participant deferral / active EE | $3,754 | $5,956-37.0% | $7,714-51.3% | $3,740+0.4% |
| Admin fee / account holder | $12,918 | $7,243+78.4% | $12,427+4.0% | $5,306+143.5% |