Filed June 24, 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 | $205,538 | $95,803+114.5% | $113,168+81.6% | $84,808+142.4% |
| Participation rate | 74.1% | 72.9%+1.3pp | 76.6%-2.4pp | 68.3%+5.8pp |
| Annual return | 14.10% | 25.00%-10.9pp | 24.27%-10.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,964 | $2,360+25.6% | $2,975-0.4% | $2,631+12.7% |
| Participant deferral / active EE | $7,148 | $4,242+68.5% | $5,107+40.0% | $4,212+69.7% |
| Admin fee / account holder | $19,810 | $8,989+120.4% | $12,068+64.2% | $7,344+169.7% |