Filed November 15, 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 | $117,346 | $148,978-21.2% | $200,582-41.5% | $84,808+38.4% |
| Participation rate | 90.0% | 84.2%+5.8pp | 86.9%+3.1pp | 68.3%+21.7pp |
| Annual return | 16.46% | 28.16%-11.7pp | 42.33%-25.9pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,969 | $4,815-59.1% | $6,419-69.3% | $2,631-25.2% |
| Participant deferral / active EE | $6,638 | $7,142-7.1% | $9,331-28.9% | $4,212+57.6% |
| Admin fee / account holder | $24,319 | $13,977+74.0% | $16,305+49.2% | $7,344+231.2% |