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 60 · EIN 04-2647786 | Sub-TA Fees | $215 |
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 | $176,082 | $62,327+182.5% | $120,354+46.3% | $74,495+136.4% |
| Participation rate | 95.4% | 56.8%+38.6pp | 71.9%+23.5pp | 67.2%+28.2pp |
| Annual return | 17.63% | 18.61%-1.0pp | 107.15%-89.5pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $3,428 | $1,843+86.0% | $3,463-1.0% | $2,623+30.7% |
| Participant deferral / active EE | $6,173 | $2,893+113.4% | $4,991+23.7% | $4,346+42.0% |
| Admin fee / account holder | $2 | $2,396-99.9% | $9,423-100.0% | $1,942-99.9% |