You are correct, but you may have missed something:
Practically, solar power will help the individual, not industry. Industry is what requires the most power(on a individual basis) bar sugar cane factories and so forth which produce power and already sell it back in this end of the world. Solar power is not practical for an induction furnace (for example). It does not have a reliable enough output.
The utility will survive on things like steel mills that run induction furnaces 24/7 and can't realistically use solar power. In fact they may make a profit selling your excess solar to industry. Base load generation is never going away though. It may become nuclear or remain coal, but it isn't going anywhere.