Filed June 17, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $260,574 | $180,028+44.7% | $138,135+88.6% | $158,922+64.0% |
| Participation rate | 95.2% | 82.2%+13.0pp | 78.7%+16.5pp | 82.0%+13.3pp |
| Annual return | 19.09% | 21.68%-2.6pp | 20.51%-1.4pp | 302.83%-283.7pp |
| Employer contribution / active EE | $13,866 | $7,470+85.6% | $5,587+148.2% | $4,761+191.2% |
| Participant deferral / active EE | $9,173 | $7,717+18.9% | $6,431+42.6% | $5,982+53.3% |
| Admin fee / account holder | $8,154 | $17,912-54.5% | $11,856-31.2% | $11,246-27.5% |