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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $628,829 | $89,739+600.7% | $149,718+320.0% | $62,292+909.5% |
| Participation rate | 95.0% | 85.1%+9.9pp | 87.1%+7.9pp | 69.5%+25.4pp |
| Annual return | 18.13% | 21.01%-2.9pp | 1501.63%-1483.5pp | 28.90%-10.8pp |
| Employer contribution / active EE | $22,551 | $3,233+597.5% | $5,445+314.2% | $2,042+1004.3% |
| Participant deferral / active EE | $12,576 | $4,797+162.2% | $6,569+91.5% | $3,169+296.8% |
| Admin fee / account holder | $0 | $551-100.0% | $11,283-100.0% | $479-100.0% |