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.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $9,919 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,780 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,947 | $64,119+211.8% | $112,228+78.2% | $66,914+198.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -16.05% | -13.81%-2.2pp | 27.45%-43.5pp | 1.58%-17.6pp |
| Employer contribution / active EE | $4,049 | $3,005+34.7% | $3,635+11.4% | $2,544+59.1% |
| Participant deferral / active EE | $7,779 | $3,693+110.6% | $4,728+64.5% | $4,237+83.6% |
| Admin fee / account holder | $41 | $625-93.5% | $6,410-99.4% | $593-93.1% |