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 | -$331 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,652 | $89,436-31.1% | $164,813-62.6% | $77,643-20.6% |
| Participation rate | 94.2% | 78.6%+15.5pp | 78.6%+15.6pp | 70.6%+23.6pp |
| Annual return | 12.34% | 28.83%-16.5pp | 69.93%-57.6pp | 31.24%-18.9pp |
| Employer contribution / active EE | $3,530 | $2,569+37.4% | $4,341-18.7% | $2,726+29.5% |
| Participant deferral / active EE | $4,921 | $4,897+0.5% | $6,031-18.4% | $4,647+5.9% |
| Admin fee / account holder | $8 | $339-97.7% | $12,690-99.9% | $430-98.2% |