Filed June 7, 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 | $55,019 | $153,772-64.2% | $133,980-58.9% | $273,961-79.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.35% | 36.51%-32.2pp | 29.30%-24.9pp | 41.45%-37.1pp |
| Employer contribution / active EE | $3,216 | $6,029-46.7% | $5,211-38.3% | $4,869-33.9% |
| Participant deferral / active EE | $4,098 | $6,958-41.1% | $6,282-34.8% | $5,287-22.5% |
| Admin fee / account holder | $314 | $11,765-97.3% | $9,324-96.6% | $10,132-96.9% |