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 8-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... | $334 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,011 | $54,705-83.5% | $71,209-87.3% | $84,808-89.4% |
| Participation rate | 98.1% | 64.1%+34.0pp | 73.8%+24.3pp | 68.3%+29.8pp |
| Annual return | 14.78% | 35.90%-21.1pp | 282.51%-267.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $923 | $2,158-57.2% | $2,721-66.1% | $2,631-64.9% |
| Participant deferral / active EE | $944 | $3,030-68.8% | $4,175-77.4% | $4,212-77.6% |
| Admin fee / account holder | $3 | $4,863-99.9% | $5,349-99.9% | $7,344-100.0% |