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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,982 | $98,982+142.5% | $162,163+48.0% | $65,185+268.2% |
| Participation rate | 97.1% | 85.8%+11.3pp | 87.6%+9.5pp | 70.2%+26.9pp |
| Annual return | 23.66% | 24.84%-1.2pp | 115.59%-91.9pp | 29.38%-5.7pp |
| Employer contribution / active EE | $18,912 | $3,467+445.5% | $5,614+236.9% | $2,177+768.9% |
| Participant deferral / active EE | $11,059 | $5,384+105.4% | $7,298+51.5% | $3,514+214.7% |
| Admin fee / account holder | $32,026 | $596+5270.2% | $10,843+195.4% | $847+3680.8% |