Filed October 8, 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 | $39,548 | $148,534-73.4% | $135,903-70.9% | $139,434-71.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.96% | 79.19%-63.2pp | 68.23%-52.3pp | 372.94%-357.0pp |
| Employer contribution / active EE | $3,629 | $5,243-30.8% | $4,856-25.3% | $4,751-23.6% |
| Participant deferral / active EE | $8,122 | $8,100+0.3% | $7,758+4.7% | $6,710+21.0% |
| Admin fee / account holder | $21,357 | $12,400+72.2% | $10,762+98.5% | $11,403+87.3% |