Filed November 18, 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 9-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 | $106,127 | $102,317+3.7% | $146,958-27.8% | $80,856+31.3% |
| Participation rate | 83.6% | 75.8%+7.8pp | 82.2%+1.5pp | 67.6%+16.0pp |
| Annual return | 12.66% | 134.76%-122.1pp | 418.34%-405.7pp | 35.59%-22.9pp |
| Employer contribution / active EE | $5,745 | $3,713+54.7% | $4,933+16.5% | $2,755+108.5% |
| Participant deferral / active EE | $9,618 | $6,644+44.8% | $8,070+19.2% | $4,296+123.9% |
| Admin fee / account holder | $12,907 | $7,941+62.5% | $12,998-0.7% | $6,918+86.6% |