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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 82 DEVON SHIRE STREET H11D · BOSTON, MA 021093614 | Loan Processing | $53,114 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,541 | $50,815+162.8% | $155,509-14.1% | $77,643+72.0% |
| Participation rate | 74.0% | 63.1%+10.9pp | 78.2%-4.2pp | 70.6%+3.4pp |
| Annual return | 13.25% | 34.80%-21.6pp | 64.67%-51.4pp | 31.24%-18.0pp |
| Employer contribution / active EE | $3,184 | $1,993+59.8% | $4,672-31.8% | $2,726+16.8% |
| Participant deferral / active EE | $4,597 | $2,822+62.9% | $5,626-18.3% | $4,647-1.1% |
| Admin fee / account holder | $60 | $437-86.2% | $15,912-99.6% | $430-86.0% |