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 | -$3,846 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,769 | $101,724+9.9% | $164,813-32.2% | $80,856+38.2% |
| Participation rate | 96.2% | 71.8%+24.3pp | 78.6%+17.6pp | 67.6%+28.5pp |
| Annual return | 19.09% | 16.72%+2.4pp | 69.93%-50.8pp | 35.59%-16.5pp |
| Employer contribution / active EE | $2,936 | $2,953-0.6% | $4,341-32.4% | $2,755+6.6% |
| Participant deferral / active EE | $12,712 | $4,477+183.9% | $6,031+110.8% | $4,296+195.9% |
| Admin fee / account holder | -$19 | $8,227-100.2% | $12,690-100.1% | $6,918-100.3% |