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 | $1,588 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,348 | $101,317-6.9% | $146,958-35.8% | $74,495+26.7% |
| Participation rate | 81.4% | 75.5%+5.8pp | 82.2%-0.8pp | 67.2%+14.2pp |
| Annual return | 18.09% | 8730.91%-8712.8pp | 418.34%-400.3pp | 1364.94%-1346.9pp |
| Employer contribution / active EE | $4,545 | $3,810+19.3% | $4,933-7.9% | $2,623+73.3% |
| Participant deferral / active EE | $8,179 | $7,303+12.0% | $8,070+1.4% | $4,346+88.2% |
| Admin fee / account holder | $5 | $1,739-99.7% | $12,998-100.0% | $1,942-99.7% |