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 | $94,856 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,468 | $58,778+47.1% | $129,207-33.1% | $77,643+11.4% |
| Participation rate | 96.5% | 59.2%+37.3pp | 69.6%+26.9pp | 70.6%+26.0pp |
| Annual return | 17.54% | 24.73%-7.2pp | 9417.33%-9399.8pp | 31.24%-13.7pp |
| Employer contribution / active EE | $2,673 | $1,952+36.9% | $4,153-35.6% | $2,726-1.9% |
| Participant deferral / active EE | $8,769 | $3,212+173.0% | $4,168+110.4% | $4,647+88.7% |
| Admin fee / account holder | $83 | $589-86.0% | $7,715-98.9% | $430-80.8% |