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 | -$18,702 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,573 | $73,360+206.1% | $177,989+26.2% | $74,495+201.5% |
| Participation rate | 92.7% | 66.6%+26.1pp | 77.1%+15.6pp | 67.2%+25.5pp |
| Annual return | 13.66% | 17.49%-3.8pp | 294.48%-280.8pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $2,891 | $2,216+30.4% | $3,949-26.8% | $2,623+10.2% |
| Participant deferral / active EE | $14,686 | $4,513+225.4% | $6,276+134.0% | $4,346+237.9% |
| Admin fee / account holder | -$84 | $1,808-104.7% | $10,363-100.8% | $1,942-104.4% |