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 COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,203 | $51,576+169.9% | $129,207+7.7% | $80,856+72.2% |
| Participation rate | 96.4% | 57.0%+39.4pp | 69.6%+26.8pp | 67.6%+28.7pp |
| Annual return | 14.19% | 20.81%-6.6pp | 9417.33%-9403.1pp | 35.59%-21.4pp |
| Employer contribution / active EE | $9,438 | $1,584+495.9% | $4,153+127.2% | $2,755+242.6% |
| Participant deferral / active EE | $10,090 | $2,669+278.1% | $4,168+142.1% | $4,296+134.9% |
| Admin fee / account holder | $10 | $4,305-99.8% | $7,715-99.9% | $6,918-99.9% |