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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,370 | $61,156-11.1% | $185,823-70.7% | $79,386-31.5% |
| Participation rate | 99.2% | 66.6%+32.5pp | 81.7%+17.5pp | 70.7%+28.5pp |
| Annual return | 12.80% | 19.45%-6.6pp | 122.05%-109.3pp | 116.85%-104.1pp |
| Employer contribution / active EE | $2,935 | $2,321+26.5% | $5,167-43.2% | $2,427+20.9% |
| Participant deferral / active EE | $2,520 | $2,789-9.6% | $5,568-54.7% | $4,046-37.7% |
| Admin fee / account holder | $4 | $710-99.5% | $16,237-100.0% | $626-99.4% |