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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,979 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $265,491 | $122,239+117.2% | $184,203+44.1% | $74,495+256.4% |
| Participation rate | 81.1% | 85.5%-4.4pp | 86.8%-5.7pp | 67.2%+13.9pp |
| Annual return | 13.99% | 19.95%-6.0pp | 28.81%-14.8pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $5,667 | $4,537+24.9% | $6,427-11.8% | $2,623+116.0% |
| Participant deferral / active EE | $14,130 | $7,139+97.9% | $9,131+54.7% | $4,346+225.1% |
| Admin fee / account holder | $10 | $1,260-99.2% | $13,901-99.9% | $1,942-99.5% |