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 | -$14,094 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,584 | $82,917+6.8% | $103,333-14.3% | $77,643+14.1% |
| Participation rate | 85.0% | 71.6%+13.4pp | 74.5%+10.5pp | 70.6%+14.4pp |
| Annual return | 17.58% | 19.13%-1.5pp | 24.88%-7.3pp | 31.24%-13.7pp |
| Employer contribution / active EE | $2,273 | $3,552-36.0% | $3,868-41.2% | $2,726-16.6% |
| Participant deferral / active EE | $8,389 | $4,108+104.2% | $5,057+65.9% | $4,647+80.5% |
| Admin fee / account holder | -$33 | $638-105.1% | $8,355-100.4% | $430-107.6% |