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 |
|---|---|---|
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $912 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,454 | $73,102-33.7% | $123,544-60.8% | $56,287-13.9% |
| Participation rate | 70.1% | 74.3%-4.2pp | 82.3%-12.2pp | 69.9%+0.3pp |
| Annual return | -6.05% | 3.01%-9.1pp | 119.20%-125.2pp | -9.96%+3.9pp |
| Employer contribution / active EE | $2,344 | $2,977-21.3% | $4,628-49.4% | $2,111+11.0% |
| Participant deferral / active EE | $4,902 | $5,423-9.6% | $6,426-23.7% | $3,350+46.3% |
| Admin fee / account holder | $5 | $554-99.0% | $9,284-99.9% | $521-99.0% |