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 | Account maintenance fees; Participant... | $2,192 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,670 | $55,415-28.4% | $155,509-74.5% | $74,495-46.7% |
| Participation rate | 80.6% | 61.9%+18.7pp | 78.2%+2.5pp | 67.2%+13.4pp |
| Annual return | 14.36% | 268.50%-254.1pp | 64.67%-50.3pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $1,536 | $2,267-32.3% | $4,672-67.1% | $2,623-41.5% |
| Participant deferral / active EE | $1,093 | $2,836-61.5% | $5,626-80.6% | $4,346-74.9% |
| Admin fee / account holder | $7 | $1,738-99.6% | $15,912-100.0% | $1,942-99.7% |