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) | $7,875 |
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,446 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,259 | $132,049+11.5% | $200,582-26.6% | $74,304+98.2% |
| Participation rate | 92.9% | 84.1%+8.8pp | 86.9%+6.0pp | 60.3%+32.5pp |
| Annual return | 16.09% | 22.22%-6.1pp | 42.33%-26.2pp | 29.43%-13.3pp |
| Employer contribution / active EE | $2,147 | $4,558-52.9% | $6,419-66.6% | $2,241-4.2% |
| Participant deferral / active EE | $6,602 | $7,213-8.5% | $9,331-29.2% | $3,767+75.2% |
| Admin fee / account holder | $61 | $2,405-97.5% | $16,305-99.6% | $2,969-98.0% |