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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,821 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $23,034 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,574 | $72,254+115.3% | $86,677+79.5% | $64,808+140.1% |
| Participation rate | 96.1% | 80.4%+15.7pp | 76.6%+19.5pp | 71.5%+24.6pp |
| Annual return | -15.19% | 392.42%-407.6pp | 35.91%-51.1pp | 32.82%-48.0pp |
| Employer contribution / active EE | $2,331 | $2,393-2.6% | $2,836-17.8% | $2,506-7.0% |
| Participant deferral / active EE | $9,002 | $4,658+93.3% | $4,656+93.4% | $4,310+108.8% |
| Admin fee / account holder | $114 | $174-34.4% | $7,493-98.5% | $188-39.3% |