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 Filed as: FIDELITY INVESTMENTS INST OPER CO. Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $545,251 | $100,923+440.3% | $150,045+263.4% | $74,304+633.8% |
| Participation rate | 92.4% | 70.1%+22.3pp | 82.3%+10.1pp | 60.3%+32.1pp |
| Annual return | 16.13% | 51.77%-35.6pp | 62.55%-46.4pp | 29.43%-13.3pp |
| Employer contribution / active EE | $18,441 | $3,463+432.5% | $4,693+292.9% | $2,241+722.8% |
| Participant deferral / active EE | $13,559 | $6,709+102.1% | $7,997+69.6% | $3,767+259.9% |
| Admin fee / account holder | $0 | $2,767-100.0% | $13,435-100.0% | $2,969-100.0% |