Filed June 9, 2017 (most recent of 2 filings on file)
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $593,425 | $89,753+561.2% | $107,525+451.9% | $84,808+599.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 65.13% | 29.48%+35.7pp | 181.32%-116.2pp | 40.90%+24.2pp |
| Employer contribution / active EE | $23,397 | $3,113+651.5% | $3,754+523.3% | $2,631+789.3% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $19,519 | $7,222+170.3% | $8,919+118.9% | $7,344+165.8% |