Filed November 9, 2015
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 | $107,739 | $110,094-2.1% | $151,611-28.9% | $68,494+57.3% |
| Participation rate | 95.7% | 84.0%+11.8pp | 87.5%+8.2pp | 67.9%+27.9pp |
| Annual return | -14.83% | -10.12%-4.7pp | 3.33%-18.2pp | -7.84%-7.0pp |
| Employer contribution / active EE | $2,708 | $4,471-39.4% | $6,166-56.1% | $2,596+4.3% |
| Participant deferral / active EE | $6,793 | $6,527+4.1% | $8,363-18.8% | $4,027+68.7% |
| Admin fee / account holder | $8,977 | $7,719+16.3% | $11,616-22.7% | $5,403+66.2% |