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 INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $898 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,588 | $66,098+111.2% | $101,794+37.1% | $74,304+87.9% |
| Participation rate | 95.1% | 53.8%+41.4pp | 69.2%+25.9pp | 60.3%+34.8pp |
| Annual return | 17.99% | 19.59%-1.6pp | 30.53%-12.5pp | 29.43%-11.4pp |
| Employer contribution / active EE | $4,111 | $1,082+280.1% | $2,289+79.6% | $2,241+83.4% |
| Participant deferral / active EE | $5,966 | $2,781+114.5% | $4,084+46.1% | $3,767+58.4% |
| Admin fee / account holder | $5 | $4,146-99.9% | $8,777-99.9% | $2,969-99.8% |