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 Service code 15 · EIN 23-1945930 | Recordkeeping | $19,028 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $12,348 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,209 | $89,436+32.2% | $164,813-28.3% | $77,643+52.2% |
| Participation rate | 99.4% | 78.6%+20.8pp | 78.6%+20.8pp | 70.6%+28.9pp |
| Annual return | 12.25% | 28.83%-16.6pp | 69.93%-57.7pp | 31.24%-19.0pp |
| Employer contribution / active EE | $3,209 | $2,569+24.9% | $4,341-26.1% | $2,726+17.7% |
| Participant deferral / active EE | $6,073 | $4,897+24.0% | $6,031+0.7% | $4,647+30.7% |
| Admin fee / account holder | $61 | $339-81.9% | $12,690-99.5% | $430-85.7% |