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 | $55,165 | $160,055-65.5% | $140,016-60.6% | $135,375-59.3% |
| Participation rate | 81.0% | 88.5%-7.6pp | 87.5%-6.5pp | 82.6%-1.7pp |
| Annual return | -3.26% | 911.38%-914.6pp | 651.12%-654.4pp | 519.73%-523.0pp |
| Employer contribution / active EE | $2,636 | $6,420-58.9% | $5,606-53.0% | $4,779-44.8% |
| Participant deferral / active EE | $4,230 | $7,642-44.6% | $6,927-38.9% | $5,609-24.6% |
| Admin fee / account holder | $1,293 | $13,328-90.3% | $10,705-87.9% | $10,827-88.1% |