Filed December 14, 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 | $69,861 | $48,230+44.8% | $67,502+3.5% | $80,856-13.6% |
| Participation rate | 92.9% | 66.4%+26.5pp | 72.9%+20.0pp | 67.6%+25.2pp |
| Annual return | 12.33% | 18.28%-6.0pp | 3512.12%-3499.8pp | 35.59%-23.3pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,565 | $2,924+90.3% | $4,000+39.1% | $4,296+29.5% |
| Admin fee / account holder | $9,129 | $3,681+148.0% | $3,998+128.4% | $6,918+32.0% |