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 | Claims processing; Recordkeeping and ... | $0 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,168 | $65,908-49.7% | $81,812-59.5% | $77,643-57.3% |
| Participation rate | 90.7% | 65.8%+25.0pp | 72.3%+18.4pp | 70.6%+20.2pp |
| Annual return | 14.92% | 26.64%-11.7pp | 773.79%-758.9pp | 31.24%-16.3pp |
| Employer contribution / active EE | $1,970 | $2,370-16.9% | $2,912-32.4% | $2,726-27.7% |
| Participant deferral / active EE | $3,903 | $3,505+11.3% | $4,319-9.6% | $4,647-16.0% |
| Admin fee / account holder | $7 | $526-98.7% | $7,386-99.9% | $430-98.4% |