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; Recordkeepi... | $7,492 |
7 funds of $250K or more; 38 lines in all, holding $6.5M of the plan's $6.6M. From the 2024 filing. Recordkeeper: Mutual of America.
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage 2035 Fund Mutual of America · Mutual fund Possible retail class ARecordkeeper's own fund | $1.1M | 17.7% |
| Interest Accumulation Account Mutual of America · Other Recordkeeper's own fund | $1.1M | 17.4% |
| MoA Clear Passage 2030 Fund Mutual of America · Mutual fund Possible retail class ARecordkeeper's own fund | $699K | 10.8% |
| MoA Clear Passage 2040 Fund Mutual of America · Mutual fund Possible retail class ARecordkeeper's own fund | $492K | 7.6% |
| MoA Clear Passage 2045 Fund Mutual of America · Mutual fund Possible retail class ARecordkeeper's own fund | $408K | 6.3% |
| MoA Clear Passage 2025 Fund Mutual of America · Mutual fund Possible retail class ARecordkeeper's own fund | $361K | 5.6% |
| Fidelity Investments VIP Contrafund Fidelity (FMR) · Mutual fund Possible retail class A | $329K | 5.1% |
| MoA Clear Passage 2050 Fund Mutual of America · Mutual fund Possible retail class ARecordkeeper's own fund | $248K | 3.8% |
| DWS Capital Growth VIP Class A DWS · Mutual fund Possible retail class A | $230K | 3.6% |
| Mutual of America Moderate Allocation Fund Mutual of America · Mutual fund Possible retail class ARecordkeeper's own fund | $218K | 3.4% |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,276 | $60,323-61.4% | $81,812-71.5% | $74,495-68.8% |
| Participation rate | 99.0% | 62.9%+36.1pp | 72.3%+26.6pp | 67.2%+31.8pp |
| Annual return | 13.24% | 16.90%-3.7pp | 773.79%-760.5pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $1,833 | $2,620-30.0% | $2,912-37.0% | $2,623-30.1% |
| Participant deferral / active EE | $1,363 | $3,387-59.8% | $4,319-68.4% | $4,346-68.6% |
| Admin fee / account holder | $23 | $1,486-98.5% | $7,386-99.7% | $1,942-98.8% |