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 8-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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,041 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,197 | $54,590+316.2% | $81,930+177.3% | $73,488+209.2% |
| Participation rate | 96.2% | 68.3%+27.9pp | 72.0%+24.2pp | 70.7%+25.5pp |
| Annual return | 18.75% | 17.74%+1.0pp | 29.49%-10.7pp | 28.51%-9.8pp |
| Employer contribution / active EE | $9,706 | $1,636+493.3% | $4,310+125.2% | $2,270+327.6% |
| Participant deferral / active EE | $6,523 | $2,759+136.4% | $7,107-8.2% | $3,740+74.4% |
| Admin fee / account holder | $84 | $592-85.9% | $5,158-98.4% | $513-83.7% |