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 Service code 25 · EIN 23-1945930 | Directed Trustee | $305 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,591 | $73,102+214.1% | $123,544+85.8% | $56,287+307.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -5.22% | 3.01%-8.2pp | 119.20%-124.4pp | -9.96%+4.7pp |
| Employer contribution / active EE | $6,400 | $2,977+115.0% | $4,628+38.3% | $2,111+203.2% |
| Participant deferral / active EE | $12,599 | $5,423+132.3% | $6,426+96.1% | $3,350+276.1% |
| Admin fee / account holder | $1 | $554-99.8% | $9,284-100.0% | $521-99.8% |