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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 9-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 |
|---|---|---|
Service code 14 · EIN 36-3132823 | Plan Administrator | $86,178 |
MATRIX TRUST COMPANY6 years Service code 18 · EIN 71-3182674 | Custodial (other than securities); Tr... | $6,948 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,751 | $145,877-89.9% | $150,045-90.2% | $102,872-85.7% |
| Participation rate | 89.3% | 79.8%+9.5pp | 82.3%+7.0pp | 73.0%+16.3pp |
| Annual return | 23.66% | 21.37%+2.3pp | 62.55%-38.9pp | 19.06%+4.6pp |
| Employer contribution / active EE | $2,491 | $4,710-47.1% | $4,693-46.9% | $3,526-29.4% |
| Participant deferral / active EE | $3,228 | $9,491-66.0% | $7,997-59.6% | $5,535-41.7% |
| Admin fee / account holder | $57 | $176-67.5% | $13,435-99.6% | $292-80.4% |