Filed January 23, 2017
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 | $175,664 | $214,378-18.1% | $200,582-12.4% | $142,382+23.4% |
| Participation rate | 90.9% | 87.4%+3.5pp | 86.9%+4.0pp | 80.1%+10.8pp |
| Annual return | 17.13% | 46.41%-29.3pp | 42.33%-25.2pp | 217.08%-200.0pp |
| Employer contribution / active EE | $3,544 | $6,841-48.2% | $6,419-44.8% | $4,299-17.6% |
| Participant deferral / active EE | $6,362 | $9,865-35.5% | $9,331-31.8% | $6,507-2.2% |
| Admin fee / account holder | $1,142 | $17,692-93.5% | $16,305-93.0% | $12,624-91.0% |