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 |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Filed as: THE VANGUARD GROUP, INC Service code 15 | Recordkeeping | $0 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 22-1945930 P.O. BOX 2900 · VALLEY FORGE, PA 194822900 | Recordkeeping | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISORS, INC. Service code 26 · EIN 23-2811930 P.O. BOX 2900 · VALLEY FORGE, PA 194822900 | Advisory (Participants) | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $334,845 | $79,171+322.9% | $102,423+226.9% | $74,495+349.5% |
| Participation rate | 98.4% | 74.8%+23.6pp | 76.5%+21.9pp | 67.2%+31.2pp |
| Annual return | 14.01% | 54.93%-40.9pp | 29.32%-15.3pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $5,195 | $2,362+119.9% | $3,023+71.8% | $2,623+98.1% |
| Participant deferral / active EE | $10,011 | $4,415+126.8% | $5,053+98.1% | $4,346+130.4% |
| Admin fee / account holder | $299 | $2,001-85.1% | $9,451-96.8% | $1,942-84.6% |