Filed January 22, 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 | $220,269 | $138,347+59.2% | $184,203+19.6% | $80,856+172.4% |
| Participation rate | 97.1% | 83.9%+13.3pp | 86.8%+10.3pp | 67.6%+29.5pp |
| Annual return | 32.51% | 20.02%+12.5pp | 28.81%+3.7pp | 35.59%-3.1pp |
| Employer contribution / active EE | $7,796 | $4,850+60.7% | $6,427+21.3% | $2,755+183.0% |
| Participant deferral / active EE | $4,229 | $7,071-40.2% | $9,131-53.7% | $4,296-1.5% |
| Admin fee / account holder | $66,495 | $10,483+534.3% | $13,901+378.4% | $6,918+861.2% |