Filed June 14, 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 | $101,160 | $148,978-32.1% | $200,582-49.6% | $84,808+19.3% |
| Participation rate | 74.1% | 84.2%-10.2pp | 86.9%-12.8pp | 68.3%+5.8pp |
| Annual return | 14.72% | 28.16%-13.4pp | 42.33%-27.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,899 | $4,815-39.8% | $6,419-54.8% | $2,631+10.2% |
| Participant deferral / active EE | $4,631 | $7,142-35.2% | $9,331-50.4% | $4,212+10.0% |
| Admin fee / account holder | $787 | $13,977-94.4% | $16,305-95.2% | $7,344-89.3% |