Filed April 21, 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 | $168,394 | $148,978+13.0% | $200,582-16.0% | $84,808+98.6% |
| Participation rate | 91.1% | 84.2%+6.9pp | 86.9%+4.3pp | 68.3%+22.8pp |
| Annual return | 16.29% | 28.16%-11.9pp | 42.33%-26.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $9,021 | $4,815+87.3% | $6,419+40.5% | $2,631+242.9% |
| Participant deferral / active EE | $7,676 | $7,142+7.5% | $9,331-17.7% | $4,212+82.3% |
| Admin fee / account holder | $33,066 | $13,977+136.6% | $16,305+102.8% | $7,344+350.3% |