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 |
|---|---|---|
MARQUETTE ASSOCIATES4 years Service code 16 180 N LA SALLE STREET · CHICAGO, IL 60601 | Consulting | $24,130 |
T ROWE PRICE RPS INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $3,332 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,089 | $185,342+5.3% | $111,297+75.3% | $86,799+124.8% |
| Participation rate | 93.1% | 81.0%+12.1pp | 77.3%+15.8pp | 72.3%+20.8pp |
| Annual return | 15.65% | 500.80%-485.1pp | 54.65%-39.0pp | 97.91%-82.3pp |
| Employer contribution / active EE | $2,950 | $2,246+31.3% | $2,731+8.0% | $2,405+22.6% |
| Participant deferral / active EE | $7,881 | $4,458+76.8% | $4,487+75.6% | $4,131+90.8% |
| Admin fee / account holder | $71 | $255-72.4% | $7,964-99.1% | $170-58.4% |