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 | $120,598 | $125,758-4.1% | $169,993-29.1% | $75,163+60.4% |
| Participation rate | 97.4% | 83.6%+13.8pp | 87.0%+10.4pp | 67.2%+30.2pp |
| Annual return | 16.17% | 27.20%-11.0pp | 53.37%-37.2pp | 160.62%-144.5pp |
| Employer contribution / active EE | $10,683 | $4,615+131.5% | $6,785+57.5% | $2,670+300.2% |
| Participant deferral / active EE | $7,504 | $6,837+9.7% | $10,408-27.9% | $4,125+81.9% |
| Admin fee / account holder | $16,591 | $8,173+103.0% | $12,815+29.5% | $5,651+193.6% |