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... | $4,096 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,474 | $55,415-82.9% | $155,509-93.9% | $74,495-87.3% |
| Participation rate | 87.8% | 61.9%+25.9pp | 78.2%+9.6pp | 67.2%+20.6pp |
| Annual return | 14.07% | 268.50%-254.4pp | 64.67%-50.6pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $509 | $2,267-77.6% | $4,672-89.1% | $2,623-80.6% |
| Participant deferral / active EE | $630 | $2,836-77.8% | $5,626-88.8% | $4,346-85.5% |
| Admin fee / account holder | $16 | $1,738-99.1% | $15,912-99.9% | $1,942-99.2% |