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... | $1,311 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,734 | $84,487-22.2% | $125,339-47.6% | $66,914-1.8% |
| Participation rate | 87.3% | 76.4%+10.9pp | 82.4%+5.0pp | 69.8%+17.5pp |
| Annual return | -15.57% | -8.39%-7.2pp | 572.05%-587.6pp | 1.58%-17.1pp |
| Employer contribution / active EE | $2,008 | $3,553-43.5% | $4,814-58.3% | $2,544-21.1% |
| Participant deferral / active EE | $4,142 | $6,781-38.9% | $7,446-44.4% | $4,237-2.2% |
| Admin fee / account holder | $6 | $685-99.1% | $10,010-99.9% | $593-98.9% |