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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $36,930 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,929 | $65,322+45.3% | $70,449+34.7% | $73,488+29.2% |
| Participation rate | 83.1% | 77.0%+6.2pp | 75.1%+8.1pp | 70.7%+12.5pp |
| Annual return | 25.08% | 15.71%+9.4pp | 109.03%-83.9pp | 28.51%-3.4pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,737-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $5,293 | $3,375+56.8% | $3,709+42.7% | $3,740+41.5% |
| Admin fee / account holder | $194 | $214-9.2% | $3,845-94.9% | $513-62.1% |