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 | $3,376 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,820 | $60,323+7.5% | $81,812-20.8% | $74,495-13.0% |
| Participation rate | 79.5% | 62.9%+16.7pp | 72.3%+7.2pp | 67.2%+12.3pp |
| Annual return | 16.18% | 16.90%-0.7pp | 773.79%-757.6pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $5,349 | $2,620+104.1% | $2,912+83.7% | $2,623+103.9% |
| Participant deferral / active EE | $8,057 | $3,387+137.8% | $4,319+86.6% | $4,346+85.4% |
| Admin fee / account holder | $7 | $1,486-99.5% | $7,386-99.9% | $1,942-99.6% |