Filed December 21, 2016
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 | $122,553 | $77,813+57.5% | $123,544-0.8% | $64,186+90.9% |
| Participation rate | 91.2% | 74.7%+16.5pp | 82.3%+8.9pp | 69.6%+21.7pp |
| Annual return | -7.38% | 12.48%-19.9pp | 119.20%-126.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $2,370 | $3,014-21.4% | $4,628-48.8% | $2,381-0.5% |
| Participant deferral / active EE | $10,241 | $5,240+95.4% | $6,426+59.4% | $3,470+195.2% |
| Admin fee / account holder | $2,570 | $5,519-53.4% | $9,284-72.3% | $4,888-47.4% |