Filed December 21, 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 4-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 | $55,996 | $81,460-31.3% | $103,333-45.8% | $80,856-30.7% |
| Participation rate | 95.0% | 66.8%+28.2pp | 74.5%+20.5pp | 67.6%+27.4pp |
| Annual return | 12.10% | 25.55%-13.4pp | 24.88%-12.8pp | 35.59%-23.5pp |
| Employer contribution / active EE | $4,262 | $3,105+37.3% | $3,868+10.2% | $2,755+54.7% |
| Participant deferral / active EE | $8,593 | $3,869+122.1% | $5,057+69.9% | $4,296+100.0% |
| Admin fee / account holder | $6,676 | $6,566+1.7% | $8,355-20.1% | $6,918-3.5% |