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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,491 |
Filed as: FIDELITY INVESTMENTS Service code 60 · EIN 04-2647786 | Sub-TA Fees | $500 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,698 | $99,078-43.8% | $96,544-42.3% | $74,419-25.2% |
| Participation rate | 73.4% | 80.7%-7.2pp | 76.0%-2.5pp | 70.7%+2.7pp |
| Annual return | 13.22% | 22.48%-9.3pp | 25.84%-12.6pp | 34.38%-21.2pp |
| Employer contribution / active EE | $3,972 | $2,570+54.5% | $2,965+33.9% | $2,637+50.6% |
| Participant deferral / active EE | $0 | $4,933-100.0% | $4,851-100.0% | $4,528-100.0% |
| Admin fee / account holder | $15 | $225-93.1% | $8,252-99.8% | $348-95.5% |