Filed October 19, 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 | $39,326 | $198,466-80.2% | $170,442-76.9% | $147,584-73.4% |
| Participation rate | 88.2% | 88.0%+0.3pp | 83.6%+4.6pp | 82.8%+5.4pp |
| Annual return | 45.58% | 257.29%-211.7pp | 205.93%-160.3pp | 578.55%-533.0pp |
| Employer contribution / active EE | $8,416 | $6,184+36.1% | $5,433+54.9% | $4,876+72.6% |
| Participant deferral / active EE | $6,263 | $5,629+11.2% | $4,939+26.8% | $5,439+15.1% |
| Admin fee / account holder | $3,448 | $16,852-79.5% | $13,880-75.2% | $10,885-68.3% |