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 | $215,918 | $95,803+125.4% | $113,168+90.8% | $84,808+154.6% |
| Participation rate | 98.1% | 72.9%+25.3pp | 76.6%+21.6pp | 68.3%+29.8pp |
| Annual return | 15.61% | 25.00%-9.4pp | 24.27%-8.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $4,642 | $2,360+96.7% | $2,975+56.0% | $2,631+76.4% |
| Participant deferral / active EE | $8,482 | $4,242+100.0% | $5,107+66.1% | $4,212+101.4% |
| Admin fee / account holder | $12,032 | $8,989+33.9% | $12,068-0.3% | $7,344+63.8% |