Filed April 27, 2017
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,171 | $79,523+170.6% | $140,016+53.7% | $56,287+282.3% |
| Participation rate | 97.0% | 85.7%+11.3pp | 87.5%+9.5pp | 69.9%+27.1pp |
| Annual return | -7.56% | 2.39%-10.0pp | 651.12%-658.7pp | -9.96%+2.4pp |
| Employer contribution / active EE | $17,445 | $3,350+420.7% | $5,606+211.2% | $2,111+726.4% |
| Participant deferral / active EE | $10,930 | $5,129+113.1% | $6,927+57.8% | $3,350+226.3% |
| Admin fee / account holder | $388 | $614-36.8% | $10,705-96.4% | $521-25.5% |