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 | $788 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,264 | $79,171-2.4% | $102,423-24.6% | $74,495+3.7% |
| Participation rate | 91.4% | 74.8%+16.6pp | 76.5%+15.0pp | 67.2%+24.2pp |
| Annual return | 15.01% | 54.93%-39.9pp | 29.32%-14.3pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $2,326 | $2,362-1.5% | $3,023-23.1% | $2,623-11.3% |
| Participant deferral / active EE | $5,314 | $4,415+20.4% | $5,053+5.2% | $4,346+22.3% |
| Admin fee / account holder | $3 | $2,001-99.9% | $9,451-100.0% | $1,942-99.9% |