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 |
|---|---|---|
Filed as: FIDELITY INVEST INSTIT'L OPER CO Service code 60 · EIN 04-2647786 | Sub-TA Fees | $6,215 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,919 | $79,428+29.6% | $106,548-3.4% | $79,386+29.6% |
| Participation rate | 84.2% | 74.1%+10.1pp | 76.1%+8.1pp | 70.7%+13.5pp |
| Annual return | 12.59% | 18.27%-5.7pp | 26.80%-14.2pp | 116.85%-104.3pp |
| Employer contribution / active EE | $2,783 | $2,234+24.6% | $2,819-1.3% | $2,427+14.7% |
| Participant deferral / active EE | $0 | $3,823-100.0% | $4,398-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $523-100.0% | $7,407-100.0% | $626-100.0% |