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 60 · EIN 04-2647786 | Sub-TA Fees | -$2,324 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,714 | $84,556-32.9% | $116,228-51.2% | $74,304-23.7% |
| Participation rate | 76.4% | 66.0%+10.4pp | 74.6%+1.8pp | 60.3%+16.0pp |
| Annual return | 14.13% | 18.35%-4.2pp | 90.06%-75.9pp | 29.43%-15.3pp |
| Employer contribution / active EE | $1,815 | $2,168-16.3% | $2,994-39.4% | $2,241-19.0% |
| Participant deferral / active EE | $3,454 | $3,814-9.5% | $4,953-30.3% | $3,767-8.3% |
| Admin fee / account holder | $6 | $3,792-99.8% | $11,989-99.9% | $2,969-99.8% |