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 | $63,151 | $84,487-25.3% | $125,339-49.6% | $66,914-5.6% |
| Participation rate | 99.3% | 76.4%+22.9pp | 82.4%+17.0pp | 69.8%+29.5pp |
| Annual return | -13.79% | -8.39%-5.4pp | 572.05%-585.8pp | 1.58%-15.4pp |
| Employer contribution / active EE | $4,094 | $3,553+15.2% | $4,814-14.9% | $2,544+60.9% |
| Participant deferral / active EE | $2,780 | $6,781-59.0% | $7,446-62.7% | $4,237-34.4% |
| Admin fee / account holder | $17 | $685-97.5% | $10,010-99.8% | $593-97.1% |