Filed May 22, 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 | $93,688 | $148,978-37.1% | $200,582-53.3% | $84,808+10.5% |
| Participation rate | 94.3% | 84.2%+10.1pp | 86.9%+7.4pp | 68.3%+26.0pp |
| Annual return | 15.61% | 28.16%-12.5pp | 42.33%-26.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $6,100 | $4,815+26.7% | $6,419-5.0% | $2,631+131.9% |
| Participant deferral / active EE | $5,429 | $7,142-24.0% | $9,331-41.8% | $4,212+28.9% |
| Admin fee / account holder | $7,426 | $13,977-46.9% | $16,305-54.5% | $7,344+1.1% |