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.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $6,116 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,243 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,142 | $130,194+3.8% | $169,993-20.5% | $71,457+89.1% |
| Participation rate | 96.2% | 86.1%+10.0pp | 87.0%+9.2pp | 67.9%+28.2pp |
| Annual return | 14.44% | 20.37%-5.9pp | 53.37%-38.9pp | 28.85%-14.4pp |
| Employer contribution / active EE | $1,978 | $4,381-54.9% | $6,785-70.9% | $2,588-23.6% |
| Participant deferral / active EE | $5,891 | $6,923-14.9% | $10,408-43.4% | $4,289+37.4% |
| Admin fee / account holder | $47 | $966-95.1% | $12,815-99.6% | $1,587-97.0% |