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 37 · EIN 04-2647786 | Loan Processing | -$4,622 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,339 | $59,417+99.2% | $93,606+26.4% | $74,495+58.9% |
| Participation rate | 84.3% | 59.7%+24.7pp | 68.7%+15.6pp | 67.2%+17.1pp |
| Annual return | 11.07% | 81.83%-70.8pp | 133.20%-122.1pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $743 | $1,264-41.2% | $2,420-69.3% | $2,623-71.7% |
| Participant deferral / active EE | $6,543 | $3,050+114.5% | $4,411+48.3% | $4,346+50.6% |
| Admin fee / account holder | $30 | $3,021-99.0% | $8,285-99.6% | $1,942-98.5% |