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 Service code 15 · EIN 23-1945930 | Recordkeeping | $16,402 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,193 | $101,317-35.7% | $146,958-55.6% | $74,495-12.5% |
| Participation rate | 70.3% | 75.5%-5.2pp | 82.2%-11.9pp | 67.2%+3.1pp |
| Annual return | 91.56% | 8730.91%-8639.4pp | 418.34%-326.8pp | 1364.94%-1273.4pp |
| Employer contribution / active EE | $1,988 | $3,810-47.8% | $4,933-59.7% | $2,623-24.2% |
| Participant deferral / active EE | $3,200 | $7,303-56.2% | $8,070-60.3% | $4,346-26.4% |
| Admin fee / account holder | $76 | $1,739-95.7% | $12,998-99.4% | $1,942-96.1% |