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 | $184,542 | $86,929+112.3% | $102,423+80.2% | $80,856+128.2% |
| Participation rate | 94.6% | 72.4%+22.3pp | 76.5%+18.2pp | 67.6%+27.0pp |
| Annual return | 18.28% | 18.88%-0.6pp | 29.32%-11.0pp | 35.59%-17.3pp |
| Employer contribution / active EE | $4,242 | $2,369+79.0% | $3,023+40.3% | $2,755+54.0% |
| Participant deferral / active EE | $7,945 | $4,118+92.9% | $5,053+57.2% | $4,296+84.9% |
| Admin fee / account holder | $6,050 | $8,049-24.8% | $9,451-36.0% | $6,918-12.6% |