Filed May 3, 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 | $90,738 | $109,359-17.0% | $162,163-44.0% | $72,985+24.3% |
| Participation rate | 97.6% | 84.3%+13.4pp | 87.6%+10.1pp | 69.5%+28.1pp |
| Annual return | 27.79% | 25.46%+2.3pp | 115.59%-87.8pp | 81.00%-53.2pp |
| Employer contribution / active EE | $2,560 | $3,907-34.5% | $5,614-54.4% | $2,440+4.9% |
| Participant deferral / active EE | $5,471 | $5,481-0.2% | $7,298-25.0% | $3,607+51.7% |
| Admin fee / account holder | $8,989 | $7,972+12.8% | $10,843-17.1% | $5,124+75.4% |