Filed September 8, 2015
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 8-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 | $99,371 | $80,717+23.1% | $154,803-35.8% | $84,808+17.2% |
| Participation rate | 71.1% | 66.8%+4.2pp | 78.1%-7.0pp | 68.3%+2.7pp |
| Annual return | 14.85% | 37.96%-23.1pp | 58.88%-44.0pp | 40.90%-26.1pp |
| Employer contribution / active EE | $997 | $2,761-63.9% | $4,305-76.8% | $2,631-62.1% |
| Participant deferral / active EE | $8,575 | $3,303+159.6% | $5,540+54.8% | $4,212+103.6% |
| Admin fee / account holder | $328 | $6,746-95.1% | $14,329-97.7% | $7,344-95.5% |