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 | -$14,906 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $303,410 | $55,415+447.5% | $155,509+95.1% | $74,495+307.3% |
| Participation rate | 89.9% | 61.9%+28.0pp | 78.2%+11.8pp | 67.2%+22.7pp |
| Annual return | 12.79% | 268.50%-255.7pp | 64.67%-51.9pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $1,971 | $2,267-13.1% | $4,672-57.8% | $2,623-24.9% |
| Participant deferral / active EE | $6,320 | $2,836+122.9% | $5,626+12.3% | $4,346+45.4% |
| Admin fee / account holder | $16 | $1,738-99.1% | $15,912-99.9% | $1,942-99.2% |