Filed October 13, 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 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 | $102,360 | $98,240+4.2% | $82,313+24.4% | $147,584-30.6% |
| Participation rate | 71.4% | 79.7%-8.3pp | 76.9%-5.5pp | 82.8%-11.4pp |
| Annual return | 12.41% | 30.85%-18.4pp | 25.88%-13.5pp | 578.55%-566.1pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,755 | $4,383-60.0% | $3,706-52.6% | $5,439-67.7% |
| Admin fee / account holder | $22,492 | $8,563+162.7% | $5,608+301.1% | $10,885+106.6% |