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 Filed as: FIDELITY INVEST INSTIT'L OPER CO Service code 60 · EIN 04-2647786 | Sub-TA Fees | $16,996 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,883 | $78,485+4.3% | $106,213-22.9% | $74,495+9.9% |
| Participation rate | 96.4% | 72.8%+23.6pp | 75.3%+21.1pp | 67.2%+29.2pp |
| Annual return | 12.41% | 15.95%-3.5pp | 116.14%-103.7pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $3,466 | $2,523+37.4% | $3,171+9.3% | $2,623+32.2% |
| Participant deferral / active EE | $0 | $4,322-100.0% | $5,016-100.0% | $4,346-100.0% |
| Admin fee / account holder | $70 | $2,232-96.9% | $11,033-99.4% | $1,942-96.4% |