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 | $91,437 | $109,881-16.8% | $150,045-39.1% | $84,808+7.8% |
| Participation rate | 92.1% | 76.1%+16.0pp | 82.3%+9.7pp | 68.3%+23.8pp |
| Annual return | 14.82% | 28.25%-13.4pp | 62.55%-47.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $6,798 | $3,561+90.9% | $4,693+44.8% | $2,631+158.4% |
| Participant deferral / active EE | $11,354 | $6,636+71.1% | $7,997+42.0% | $4,212+169.6% |
| Admin fee / account holder | $25,010 | $8,568+191.9% | $13,435+86.2% | $7,344+240.6% |