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 | $149,034 | $82,664+80.3% | $125,339+18.9% | $68,494+117.6% |
| Participation rate | 93.8% | 75.0%+18.7pp | 82.4%+11.4pp | 67.9%+25.9pp |
| Annual return | -17.24% | -5.97%-11.3pp | 572.05%-589.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,184 | $3,381-35.4% | $4,814-54.6% | $2,596-15.9% |
| Participant deferral / active EE | $8,481 | $6,110+38.8% | $7,446+13.9% | $4,027+110.6% |
| Admin fee / account holder | $1,534 | $6,275-75.6% | $10,010-84.7% | $5,403-71.6% |