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 | $2,000 |
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 | $43,176 | $28,109+53.6% | $71,086-39.3% | $56,287-23.3% |
| Participation rate | 73.3% | 40.4%+32.9pp | 54.7%+18.7pp | 69.9%+3.5pp |
| Annual return | -3.62% | -615.05%+611.4pp | 650.59%-654.2pp | -9.96%+6.3pp |
| Employer contribution / active EE | $1,233 | $558+121.1% | $1,088+13.3% | $2,111-41.6% |
| Participant deferral / active EE | $2,256 | $1,116+102.2% | $1,874+20.4% | $3,350-32.6% |
| Admin fee / account holder | $15 | $585-97.4% | $3,082-99.5% | $521-97.1% |