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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $30,362 |
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,481 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,829 | $96,018+79.0% | $65,493+162.4% | $85,563+100.8% |
| Participation rate | 94.2% | 74.8%+19.4pp | 73.1%+21.1pp | 66.0%+28.2pp |
| Annual return | 17.84% | 14.51%+3.3pp | 982.45%-964.6pp | 31.51%-13.7pp |
| Employer contribution / active EE | $3,914 | $3,235+21.0% | $2,574+52.0% | $2,654+47.5% |
| Participant deferral / active EE | $8,083 | $4,055+99.4% | $3,961+104.1% | $4,375+84.7% |
| Admin fee / account holder | $87 | $271-68.0% | $5,028-98.3% | $834-89.6% |