Filed May 27, 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 | $135,651 | $53,822+152.0% | $75,696+79.2% | $85,850+58.0% |
| Participation rate | 98.5% | 69.1%+29.4pp | 74.8%+23.6pp | 69.3%+29.1pp |
| Annual return | 13.73% | 24.54%-10.8pp | 104.53%-90.8pp | 318.53%-304.8pp |
| Employer contribution / active EE | $8,764 | $2,017+334.6% | $2,743+219.5% | $2,565+241.7% |
| Participant deferral / active EE | $7,724 | $2,895+166.8% | $3,821+102.1% | $3,952+95.5% |
| Admin fee / account holder | $5,561 | $3,343+66.4% | $3,619+53.7% | $6,260-11.2% |