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 | -$6,881 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,334 | $89,808+50.7% | $100,391+34.8% | $77,643+74.3% |
| Participation rate | 98.8% | 81.2%+17.6pp | 81.5%+17.3pp | 70.6%+28.2pp |
| Annual return | 16.97% | 20.62%-3.7pp | 49.20%-32.2pp | 31.24%-14.3pp |
| Employer contribution / active EE | $5,706 | $3,039+87.8% | $3,942+44.8% | $2,726+109.3% |
| Participant deferral / active EE | $14,992 | $8,284+81.0% | $8,082+85.5% | $4,647+222.6% |
| Admin fee / account holder | -$15 | $174-108.5% | $7,899-100.2% | $430-103.4% |