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 | $1,311 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,026 | $59,417+41.4% | $93,606-10.2% | $74,495+12.8% |
| Participation rate | 98.5% | 59.7%+38.9pp | 68.7%+29.8pp | 67.2%+31.3pp |
| Annual return | 12.50% | 81.83%-69.3pp | 133.20%-120.7pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $4,054 | $1,264+220.8% | $2,420+67.5% | $2,623+54.5% |
| Participant deferral / active EE | $5,876 | $3,050+92.6% | $4,411+33.2% | $4,346+35.2% |
| Admin fee / account holder | $5 | $3,021-99.8% | $8,285-99.9% | $1,942-99.7% |