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 | $143,755 | $98,750+45.6% | $149,696-4.0% | $79,858+80.0% |
| Participation rate | 90.7% | 75.8%+14.9pp | 82.5%+8.2pp | 69.6%+21.1pp |
| Annual return | 15.54% | 27.43%-11.9pp | 276.60%-261.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $2,024 | $3,216-37.1% | $4,644-56.4% | $2,471-18.1% |
| Participant deferral / active EE | $7,796 | $5,680+37.3% | $6,842+13.9% | $3,740+108.4% |
| Admin fee / account holder | $2,317 | $6,053-61.7% | $9,309-75.1% | $5,306-56.3% |