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 | $104,785 | $95,274+10.0% | $135,903-22.9% | $74,419+40.8% |
| Participation rate | 83.5% | 78.2%+5.3pp | 81.9%+1.6pp | 70.7%+12.8pp |
| Annual return | 18.78% | 32.77%-14.0pp | 68.23%-49.4pp | 34.38%-15.6pp |
| Employer contribution / active EE | $5,389 | $3,874+39.1% | $4,856+11.0% | $2,637+104.3% |
| Participant deferral / active EE | $9,688 | $7,782+24.5% | $7,758+24.9% | $4,528+114.0% |
| Admin fee / account holder | $2 | $266-99.1% | $10,762-100.0% | $348-99.3% |