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 |
|---|---|---|
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $5,316 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,477 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,596 | $88,083+88.0% | $164,813+0.5% | $74,495+122.3% |
| Participation rate | 75.2% | 73.0%+2.2pp | 78.6%-3.4pp | 67.2%+8.0pp |
| Annual return | 13.42% | 17.26%-3.8pp | 69.93%-56.5pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $3,133 | $2,593+20.8% | $4,341-27.8% | $2,623+19.5% |
| Participant deferral / active EE | $7,178 | $4,498+59.6% | $6,031+19.0% | $4,346+65.2% |
| Admin fee / account holder | $43 | $2,234-98.1% | $12,690-99.7% | $1,942-97.8% |