Filed December 12, 2016 (most recent of 2 filings on file)
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 | $137,024 | $104,664+30.9% | $85,682+59.9% | $167,490-18.2% |
| Participation rate | 87.5% | 76.4%+11.1pp | 69.9%+17.6pp | 82.1%+5.4pp |
| Annual return | 18.71% | 21.45%-2.7pp | 21.49%-2.8pp | 478.56%-459.8pp |
| Employer contribution / active EE | $5,022 | $3,337+50.5% | $2,618+91.8% | $4,837+3.8% |
| Participant deferral / active EE | $12,911 | $4,824+167.6% | $3,923+229.1% | $6,341+103.6% |
| Admin fee / account holder | $34,527 | $10,032+244.2% | $6,873+402.4% | $12,309+180.5% |