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.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $35,585 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $35,155 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,024 | $95,274+117.3% | $135,903+52.3% | $74,419+178.2% |
| Participation rate | 99.7% | 78.2%+21.5pp | 81.9%+17.8pp | 70.7%+29.0pp |
| Annual return | 19.88% | 32.77%-12.9pp | 68.23%-48.3pp | 34.38%-14.5pp |
| Employer contribution / active EE | $7,888 | $3,874+103.6% | $4,856+62.4% | $2,637+199.1% |
| Participant deferral / active EE | $16,646 | $7,782+113.9% | $7,758+114.6% | $4,528+267.6% |
| Admin fee / account holder | $119 | $266-55.2% | $10,762-98.9% | $348-65.8% |