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 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 | $54,333 | $60,323-9.9% | $81,812-33.6% | $74,495-27.1% |
| Participation rate | 96.1% | 62.9%+33.2pp | 72.3%+23.7pp | 67.2%+28.9pp |
| Annual return | 11.87% | 16.90%-5.0pp | 773.79%-761.9pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $2,737 | $2,620+4.4% | $2,912-6.0% | $2,623+4.3% |
| Participant deferral / active EE | $5,020 | $3,387+48.2% | $4,319+16.2% | $4,346+15.5% |
| Admin fee / account holder | $28 | $1,486-98.1% | $7,386-99.6% | $1,942-98.6% |