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; Participant loan p... | $963 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,328 | $56,317+126.1% | $71,209+78.8% | $74,304+71.4% |
| Participation rate | 83.9% | 55.1%+28.8pp | 73.8%+10.1pp | 60.3%+23.5pp |
| Annual return | 14.60% | 42.83%-28.2pp | 282.51%-267.9pp | 29.43%-14.8pp |
| Employer contribution / active EE | $6,890 | $2,160+219.0% | $2,721+153.2% | $2,241+207.4% |
| Participant deferral / active EE | $6,906 | $2,788+147.7% | $4,175+65.4% | $3,767+83.3% |
| Admin fee / account holder | $7 | $2,290-99.7% | $5,349-99.9% | $2,969-99.8% |