Filed May 7, 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 | $46,052 | $83,427-44.8% | $115,756-60.2% | $68,494-32.8% |
| Participation rate | 92.9% | 71.9%+21.0pp | 77.1%+15.8pp | 67.9%+25.0pp |
| Annual return | -13.77% | -10.95%-2.8pp | 143.14%-156.9pp | -7.84%-5.9pp |
| Employer contribution / active EE | $5,437 | $3,075+76.8% | $3,793+43.4% | $2,596+109.4% |
| Participant deferral / active EE | $7,604 | $5,355+42.0% | $6,254+21.6% | $4,027+88.8% |
| Admin fee / account holder | $2,487 | $5,708-56.4% | $8,124-69.4% | $5,403-54.0% |