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 INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $150 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,652 | $68,914+194.1% | $136,749+48.2% | $74,304+172.7% |
| Participation rate | 95.5% | 51.3%+44.2pp | 72.1%+23.4pp | 60.3%+35.2pp |
| Annual return | 15.83% | 16.34%-0.5pp | 24.33%-8.5pp | 29.43%-13.6pp |
| Employer contribution / active EE | $3,313 | $1,561+112.2% | $3,400-2.6% | $2,241+47.8% |
| Participant deferral / active EE | $6,038 | $2,541+137.6% | $4,692+28.7% | $3,767+60.3% |
| Admin fee / account holder | $1 | $3,149-100.0% | $11,386-100.0% | $2,969-100.0% |