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 60 · EIN 04-2647786 | Sub-TA Fees | $3,870 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,788 | $78,485-34.0% | $106,213-51.2% | $74,495-30.5% |
| Participation rate | 83.4% | 72.8%+10.6pp | 75.3%+8.2pp | 67.2%+16.2pp |
| Annual return | 14.71% | 15.95%-1.2pp | 116.14%-101.4pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $1,692 | $2,523-32.9% | $3,171-46.6% | $2,623-35.5% |
| Participant deferral / active EE | $4,270 | $4,322-1.2% | $5,016-14.9% | $4,346-1.7% |
| Admin fee / account holder | $36 | $2,232-98.4% | $11,033-99.7% | $1,942-98.1% |