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 | $1,163 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,446 | $101,317+10.0% | $146,958-24.2% | $74,495+49.6% |
| Participation rate | 91.7% | 75.5%+16.2pp | 82.2%+9.6pp | 67.2%+24.5pp |
| Annual return | 15.57% | 8730.91%-8715.3pp | 418.34%-402.8pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $1,602 | $3,810-57.9% | $4,933-67.5% | $2,623-38.9% |
| Participant deferral / active EE | $14,060 | $7,303+92.5% | $8,070+74.2% | $4,346+223.5% |
| Admin fee / account holder | $39 | $1,739-97.8% | $12,998-99.7% | $1,942-98.0% |