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 INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,100 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,134 | $55,371+24.9% | $95,585-27.7% | $74,304-7.0% |
| Participation rate | 88.6% | 53.8%+34.8pp | 72.1%+16.6pp | 60.3%+28.3pp |
| Annual return | 14.15% | 24.26%-10.1pp | 38.56%-24.4pp | 29.43%-15.3pp |
| Employer contribution / active EE | $0 | $1,437-100.0% | $2,527-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $7,416 | $2,955+151.0% | $4,023+84.4% | $3,767+96.9% |
| Admin fee / account holder | $3 | $2,620-99.9% | $6,127-99.9% | $2,969-99.9% |