Filed July 25, 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 | $50,184 | $53,516-6.2% | $126,539-60.3% | $84,808-40.8% |
| Participation rate | 82.5% | 58.2%+24.3pp | 69.8%+12.7pp | 68.3%+14.2pp |
| Annual return | 15.61% | 58.34%-42.7pp | 425.95%-410.3pp | 40.90%-25.3pp |
| Employer contribution / active EE | $8,323 | $1,535+442.3% | $3,674+126.5% | $2,631+216.3% |
| Participant deferral / active EE | $0 | $2,671-100.0% | $4,083-100.0% | $4,212-100.0% |
| Admin fee / account holder | $10,250 | $4,497+128.0% | $6,065+69.0% | $7,344+39.6% |