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 | $79,490 | $110,094-27.8% | $151,611-47.6% | $68,494+16.1% |
| Participation rate | 93.2% | 84.0%+9.2pp | 87.5%+5.7pp | 67.9%+25.3pp |
| Annual return | -13.49% | -10.12%-3.4pp | 3.33%-16.8pp | -7.84%-5.6pp |
| Employer contribution / active EE | $2,345 | $4,471-47.5% | $6,166-62.0% | $2,596-9.7% |
| Participant deferral / active EE | $6,253 | $6,527-4.2% | $8,363-25.2% | $4,027+55.3% |
| Admin fee / account holder | $15,764 | $7,719+104.2% | $11,616+35.7% | $5,403+191.8% |