Filed March 8, 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 | $110,506 | $109,359+1.0% | $162,163-31.9% | $72,985+51.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 24.23% | 25.46%-1.2pp | 115.59%-91.4pp | 81.00%-56.8pp |
| Employer contribution / active EE | $6,628 | $3,907+69.6% | $5,614+18.1% | $2,440+171.6% |
| Participant deferral / active EE | $6,517 | $5,481+18.9% | $7,298-10.7% | $3,607+80.7% |
| Admin fee / account holder | $2,336 | $7,972-70.7% | $10,843-78.5% | $5,124-54.4% |