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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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $29,593 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $12,273 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $427,238 | $122,239+249.5% | $184,203+131.9% | $74,495+473.5% |
| Participation rate | 98.2% | 85.5%+12.8pp | 86.8%+11.4pp | 67.2%+31.0pp |
| Annual return | 14.17% | 19.95%-5.8pp | 28.81%-14.6pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $4,386 | $4,537-3.3% | $6,427-31.8% | $2,623+67.2% |
| Participant deferral / active EE | $11,775 | $7,139+64.9% | $9,131+29.0% | $4,346+171.0% |
| Admin fee / account holder | $284 | $1,260-77.5% | $13,901-98.0% | $1,942-85.4% |