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 | $78,677 | $82,202-4.3% | $125,339-37.2% | $64,808+21.4% |
| Participation rate | 77.0% | 77.9%-0.8pp | 82.4%-5.3pp | 71.5%+5.6pp |
| Annual return | -12.82% | 3.48%-16.3pp | 572.05%-584.9pp | 32.82%-45.6pp |
| Employer contribution / active EE | $2,577 | $3,615-28.7% | $4,814-46.5% | $2,506+2.8% |
| Participant deferral / active EE | $7,565 | $7,175+5.4% | $7,446+1.6% | $4,310+75.5% |
| Admin fee / account holder | $9 | $163-94.5% | $10,010-99.9% | $188-95.2% |