Filed May 3, 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 | $20,865 | $44,103-52.7% | $75,826-72.5% | $64,186-67.5% |
| Participation rate | 96.9% | 62.7%+34.2pp | 68.2%+28.7pp | 69.6%+27.4pp |
| Annual return | -7.95% | -4.72%-3.2pp | 1914.15%-1922.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,012 | $1,446-30.0% | $1,913-47.1% | $2,381-57.5% |
| Participant deferral / active EE | $3,637 | $2,204+65.0% | $2,862+27.1% | $3,470+4.8% |
| Admin fee / account holder | $1,903 | $3,506-45.7% | $4,726-59.7% | $4,888-61.1% |