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 37 · EIN 04-2647786 | Loan Processing | $1,746 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,793 | $101,724-61.9% | $164,813-76.5% | $80,856-52.0% |
| Participation rate | 84.1% | 71.8%+12.3pp | 78.6%+5.5pp | 67.6%+16.5pp |
| Annual return | 11.21% | 16.72%-5.5pp | 69.93%-58.7pp | 35.59%-24.4pp |
| Employer contribution / active EE | $2,507 | $2,953-15.1% | $4,341-42.2% | $2,755-9.0% |
| Participant deferral / active EE | $3,913 | $4,477-12.6% | $6,031-35.1% | $4,296-8.9% |
| Admin fee / account holder | $27 | $8,227-99.7% | $12,690-99.8% | $6,918-99.6% |