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 28 100 CROSBY PARKWAY · COVINGTON, KY 41015 | Investment Management | $0 |
Service code 15 PO BOX 9023794 · SAN JUAN, PR 00902 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,731 | $99,957-33.2% | $149,696-55.4% | $73,488-9.2% |
| Participation rate | 99.4% | 75.7%+23.7pp | 82.5%+16.9pp | 70.7%+28.7pp |
| Annual return | 15.82% | 53.87%-38.0pp | 276.60%-260.8pp | 28.51%-12.7pp |
| Employer contribution / active EE | $3,700 | $3,191+15.9% | $4,644-20.3% | $2,270+63.0% |
| Participant deferral / active EE | $2,633 | $6,073-56.6% | $6,842-61.5% | $3,740-29.6% |
| Admin fee / account holder | $9 | $551-98.4% | $9,309-99.9% | $513-98.2% |