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 60 · EIN 04-2647786 | Sub-TA Fees | $675 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,751 | $78,485-15.0% | $106,213-37.2% | $74,495-10.4% |
| Participation rate | 96.2% | 72.8%+23.4pp | 75.3%+20.9pp | 67.2%+29.0pp |
| Annual return | 12.88% | 15.95%-3.1pp | 116.14%-103.3pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $2,358 | $2,523-6.5% | $3,171-25.7% | $2,623-10.1% |
| Participant deferral / active EE | $5,156 | $4,322+19.3% | $5,016+2.8% | $4,346+18.6% |
| Admin fee / account holder | $18 | $2,232-99.2% | $11,033-99.8% | $1,942-99.1% |