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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$12 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,385 | $49,915+369.6% | $154,803+51.4% | $74,304+215.4% |
| Participation rate | 92.0% | 54.0%+38.1pp | 78.1%+14.0pp | 60.3%+31.7pp |
| Annual return | 16.76% | 34.06%-17.3pp | 58.88%-42.1pp | 29.43%-12.7pp |
| Employer contribution / active EE | $10,691 | $1,611+563.5% | $4,305+148.3% | $2,241+377.0% |
| Participant deferral / active EE | $7,047 | $2,255+212.6% | $5,540+27.2% | $3,767+87.1% |
| Admin fee / account holder | $10 | $2,189-99.5% | $14,329-99.9% | $2,969-99.7% |