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 | $2,558 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $870 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,138 | $50,815+319.4% | $155,509+37.1% | $77,643+174.5% |
| Participation rate | 73.3% | 63.1%+10.2pp | 78.2%-4.9pp | 70.6%+2.7pp |
| Annual return | 13.12% | 34.80%-21.7pp | 64.67%-51.6pp | 31.24%-18.1pp |
| Employer contribution / active EE | $2,457 | $1,993+23.3% | $4,672-47.4% | $2,726-9.9% |
| Participant deferral / active EE | $6,069 | $2,822+115.0% | $5,626+7.9% | $4,647+30.6% |
| Admin fee / account holder | $10 | $437-97.7% | $15,912-99.9% | $430-97.6% |