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 MANAGEMENT TRUST COMPANY Service code 14 · EIN 04-3532603 | Plan Administrator | $23,569 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,801 | $41,078+28.5% | $80,569-34.5% | $71,457-26.1% |
| Participation rate | 88.2% | 50.2%+38.0pp | 67.0%+21.2pp | 67.9%+20.3pp |
| Annual return | 16.63% | 38.45%-21.8pp | 935.43%-918.8pp | 28.85%-12.2pp |
| Employer contribution / active EE | $2,193 | $1,506+45.6% | $2,723-19.5% | $2,588-15.3% |
| Participant deferral / active EE | $4,014 | $2,699+48.7% | $4,447-9.7% | $4,289-6.4% |
| Admin fee / account holder | $145 | $1,840-92.1% | $5,377-97.3% | $1,587-90.8% |