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 | Loan Processing | $804 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,097 | $88,083+32.9% | $164,813-29.0% | $74,495+57.2% |
| Participation rate | 76.1% | 73.0%+3.1pp | 78.6%-2.5pp | 67.2%+8.9pp |
| Annual return | 14.25% | 17.26%-3.0pp | 69.93%-55.7pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $2,939 | $2,593+13.4% | $4,341-32.3% | $2,623+12.1% |
| Participant deferral / active EE | $5,469 | $4,498+21.6% | $6,031-9.3% | $4,346+25.9% |
| Admin fee / account holder | $5 | $2,234-99.8% | $12,690-100.0% | $1,942-99.7% |