Filed June 7, 2017
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 | $138,229 | $214,378-35.5% | $200,582-31.1% | $142,382-2.9% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 17.47% | 46.41%-28.9pp | 42.33%-24.9pp | 217.08%-199.6pp |
| Employer contribution / active EE | $3,571 | $6,841-47.8% | $6,419-44.4% | $4,299-16.9% |
| Participant deferral / active EE | $4,512 | $9,865-54.3% | $9,331-51.6% | $6,507-30.7% |
| Admin fee / account holder | $793 | $17,692-95.5% | $16,305-95.1% | $12,624-93.7% |