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 | Claims processing; Account maintenanc... | $10,636 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,216 | $65,908-55.7% | $81,812-64.3% | $77,643-62.4% |
| Participation rate | 87.5% | 65.8%+21.7pp | 72.3%+15.1pp | 70.6%+16.9pp |
| Annual return | 20.69% | 26.64%-6.0pp | 773.79%-753.1pp | 31.24%-10.6pp |
| Employer contribution / active EE | $3,186 | $2,370+34.4% | $2,912+9.4% | $2,726+16.9% |
| Participant deferral / active EE | $3,667 | $3,505+4.6% | $4,319-15.1% | $4,647-21.1% |
| Admin fee / account holder | $9 | $526-98.3% | $7,386-99.9% | $430-97.9% |