Filed July 6, 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 | $66,434 | $54,705+21.4% | $71,209-6.7% | $84,808-21.7% |
| Participation rate | 73.3% | 64.1%+9.3pp | 73.8%-0.4pp | 68.3%+5.0pp |
| Annual return | 15.80% | 35.90%-20.1pp | 282.51%-266.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,278 | $2,158+5.5% | $2,721-16.3% | $2,631-13.4% |
| Participant deferral / active EE | $4,100 | $3,030+35.3% | $4,175-1.8% | $4,212-2.6% |
| Admin fee / account holder | $6,865 | $4,863+41.2% | $5,349+28.3% | $7,344-6.5% |