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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,533 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,906 | $47,126+184.1% | $149,673-10.5% | $74,419+79.9% |
| Participation rate | 93.3% | 63.4%+29.9pp | 78.8%+14.6pp | 70.7%+22.6pp |
| Annual return | 19.46% | 22.75%-3.3pp | 134.42%-115.0pp | 34.38%-14.9pp |
| Employer contribution / active EE | $5,320 | $1,905+179.2% | $4,818+10.4% | $2,637+101.7% |
| Participant deferral / active EE | $3,613 | $2,728+32.4% | $5,680-36.4% | $4,528-20.2% |
| Admin fee / account holder | $33 | $343-90.5% | $13,210-99.8% | $348-90.6% |