Filed September 9, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $304,466 | $65,409+365.5% | $98,442+209.3% | $85,850+254.6% |
| Participation rate | 97.3% | 65.0%+32.3pp | 73.3%+24.0pp | 69.3%+28.0pp |
| Annual return | 15.97% | 21.76%-5.8pp | 1492.73%-1476.8pp | 318.53%-302.6pp |
| Employer contribution / active EE | $6,901 | $2,168+218.4% | $2,960+133.2% | $2,565+169.0% |
| Participant deferral / active EE | $16,666 | $3,166+426.3% | $4,276+289.7% | $3,952+321.7% |
| Admin fee / account holder | $55,963 | $4,593+1118.5% | $5,949+840.7% | $6,260+794.0% |