Filed April 4, 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 | $166,281 | $80,968+105.4% | $96,544+72.2% | $75,163+121.2% |
| Participation rate | 94.3% | 71.8%+22.6pp | 76.0%+18.4pp | 67.2%+27.1pp |
| Annual return | 20.60% | 27.06%-6.5pp | 25.84%-5.2pp | 160.62%-140.0pp |
| Employer contribution / active EE | $3,164 | $2,282+38.7% | $2,965+6.7% | $2,670+18.5% |
| Participant deferral / active EE | $7,047 | $3,928+79.4% | $4,851+45.3% | $4,125+70.8% |
| Admin fee / account holder | $2,892 | $6,724-57.0% | $8,252-65.0% | $5,651-48.8% |