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 | $525 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,947 | $101,317-13.2% | $146,958-40.2% | $74,495+18.1% |
| Participation rate | 77.0% | 75.5%+1.5pp | 82.2%-5.1pp | 67.2%+9.8pp |
| Annual return | 18.59% | 8730.91%-8712.3pp | 418.34%-399.8pp | 1364.94%-1346.4pp |
| Employer contribution / active EE | $1,184 | $3,810-68.9% | $4,933-76.0% | $2,623-54.9% |
| Participant deferral / active EE | $6,117 | $7,303-16.2% | $8,070-24.2% | $4,346+40.8% |
| Admin fee / account holder | $6 | $1,739-99.6% | $12,998-100.0% | $1,942-99.7% |