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 60 · EIN 04-2647786 | Sub-TA Fees | $125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,067 | $86,929-11.3% | $102,423-24.8% | $80,856-4.7% |
| Participation rate | 73.9% | 72.4%+1.5pp | 76.5%-2.6pp | 67.6%+6.3pp |
| Annual return | 10.46% | 18.88%-8.4pp | 29.32%-18.9pp | 35.59%-25.1pp |
| Employer contribution / active EE | $2,484 | $2,369+4.9% | $3,023-17.8% | $2,755-9.8% |
| Participant deferral / active EE | $3,649 | $4,118-11.4% | $5,053-27.8% | $4,296-15.1% |
| Admin fee / account holder | $1 | $8,049-100.0% | $9,451-100.0% | $6,918-100.0% |