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 |
|---|---|---|
MATRIX TRUST COMPANY3 years Service code 25 · EIN 75-3182674 | Directed Trustee | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,801 | $105,181+63.3% | $159,436+7.8% | $85,850+100.1% |
| Participation rate | 94.7% | 75.8%+19.0pp | 82.8%+11.9pp | 69.3%+25.4pp |
| Annual return | 15.56% | 45.07%-29.5pp | 263.57%-248.0pp | 318.53%-303.0pp |
| Employer contribution / active EE | $4,538 | $3,318+36.8% | $4,829-6.0% | $2,565+76.9% |
| Participant deferral / active EE | $8,908 | $5,945+49.8% | $7,352+21.2% | $3,952+125.4% |
| Admin fee / account holder | $0 | $6,933-100.0% | $10,799-100.0% | $6,260-100.0% |