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 |
|---|---|---|
BLACKROCK2 years Filed as: BLACKROCK ADVISORS, LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
Service code 19 | Securities Custodian | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 · EIN 06-1194217 | Investment Management | $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 | $307,769 | $132,049+133.1% | $200,582+53.4% | $74,304+314.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.9%+13.1pp | 60.3%+39.7pp |
| Annual return | 16.62% | 22.22%-5.6pp | 42.33%-25.7pp | 29.43%-12.8pp |
| Employer contribution / active EE | $2,522 | $4,558-44.7% | $6,419-60.7% | $2,241+12.5% |
| Participant deferral / active EE | $7,146 | $7,213-0.9% | $9,331-23.4% | $3,767+89.7% |
| Admin fee / account holder | $0 | $2,405-100.0% | $16,305-100.0% | $2,969-100.0% |