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 13-3180631 | Advisory (Plan) | $73,680 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$27,570 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,687 | $98,727+3.0% | $113,168-10.1% | $85,563+18.8% |
| Participation rate | 93.9% | 80.8%+13.1pp | 76.6%+17.3pp | 66.0%+27.9pp |
| Annual return | 14.67% | 17.43%-2.8pp | 24.27%-9.6pp | 31.51%-16.8pp |
| Employer contribution / active EE | $3,281 | $2,907+12.9% | $2,975+10.3% | $2,654+23.6% |
| Participant deferral / active EE | $4,874 | $5,424-10.2% | $5,107-4.6% | $4,375+11.4% |
| Admin fee / account holder | $116 | $357-67.5% | $12,068-99.0% | $834-86.1% |