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 | Participant loan processing; Account ... | $1,509 |
4 funds of $250K or more; 38 lines in all, holding $3.4M of the plan's $3.4M. From the 2024 filing. Recordkeeper: Mutual of America.
| Fund | Dollars | % of funds% |
|---|---|---|
| Mutual of America Clear Passage 2020 Fund Mutual of America · Separate account Recordkeeper's own fund | $473K | 14.0% |
| Mutual of America Clear Passage 2050 Fund Mutual of America · Separate account Recordkeeper's own fund | $462K | 13.7% |
| Mutual of America Clear Passage 2030 Fund Mutual of America · Separate account Recordkeeper's own fund | $405K | 12.0% |
| Mutual of America Interest Accumulation Account Mutual of America · Insurance contract Recordkeeper's own fund | $404K | 12.0% |
| Mutual of America Retirement Income Fund Mutual of America · Separate account Recordkeeper's own fund | $226K | 6.7% |
| Mutual of America Clear Passage 2035 Fund Mutual of America · Separate account Recordkeeper's own fund | $194K | 5.8% |
| T. Rowe Price Blue Chip Growth T. Rowe Price · Separate account | $184K | 5.5% |
| Mutual of America Core Bond Fund Mutual of America · Separate account Recordkeeper's own fund | $150K | 4.4% |
| Mutual of America Clear Passage 2025 Fund Mutual of America · Separate account Recordkeeper's own fund | $145K | 4.3% |
| Mutual of America Mid-Cap Equity Index Mutual of America · Separate account IndexRecordkeeper's own fund | $104K | 3.1% |
See the other 28 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,542 | $55,415-55.7% | $155,509-84.2% | $74,495-67.1% |
| Participation rate | 64.3% | 61.9%+2.4pp | 78.2%-13.9pp | 67.2%-2.9pp |
| Annual return | 10.36% | 268.50%-258.1pp | 64.67%-54.3pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $497 | $2,267-78.1% | $4,672-89.4% | $2,623-81.0% |
| Participant deferral / active EE | $827 | $2,836-70.8% | $5,626-85.3% | $4,346-81.0% |
| Admin fee / account holder | $7 | $1,738-99.6% | $15,912-100.0% | $1,942-99.6% |