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; Claims proc... | $1,266 |
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 | $32,464 | $58,208-44.2% | $81,812-60.3% | $80,856-59.8% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 9.33% | 41.66%-32.3pp | 773.79%-764.5pp | 35.59%-26.3pp |
| Employer contribution / active EE | $2,432 | $2,340+3.9% | $2,912-16.5% | $2,755-11.7% |
| Participant deferral / active EE | $2,465 | $3,281-24.9% | $4,319-42.9% | $4,296-42.6% |
| Admin fee / account holder | $7 | $4,981-99.9% | $7,386-99.9% | $6,918-99.9% |