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Towards Efficient Low-Order Hybrid Optimizer for Language Model Fine-Tuning
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Proposes LoHO, a low-order hybrid optimizer that combines MeZO (zeroth-order) with first-order optimizers at the layer level (shallow layers ZO, deep layers FO) and weight level (random subset of each layer FO), with gradient-norm-based learning rate customization, to improve MeZO accuracy and convergence within a fixed memory budget.
Problem
Fine-tuning large language models with first-order optimizers requires high memory, while the memory-efficient zeroth-order optimizer MeZO suffers accuracy drops and slow convergence.
Approach
Hybridize ZO and FO optimization: use FO on deep layers (avoiding caching/backprop through shallow layers) and ZO on shallow layers (inter-layer), or split each layer's weights randomly between FO and ZO updates with sparse storage (intra-layer), and scale ZO vs FO learning rates by gradient Frobenius norm differences, using leftover GPU memory to improve MeZO.
Key results
- On RoBERTa-large, LoHO-Adam_inter averages 86.7% vs 84.4% for MeZO-Adam and 83.3% for MeZO across SST-2, RTE, MNLI, SNLI.
- On OPT-13B, LoHO-Adam_inter averages 68.9% vs 64.6% for MeZO across RTE, CB, BoolQ, WIC, MultiRC, running on a single 80GB A800.
- LoHO-Adam_inter on RoBERTa-large reduces memory by over 50% versus full FT with Adam (20.5GB vs 45.8GB), with accuracy close to Full FT (Adam) at 87.2% average.
Measured effects reported in the paper
| What was changed | Where | Measured | Effect |
|---|---|---|---|
| Use inter-layer hybrid optimization instead of MeZO alone | OPT-13B fine-tuning · RTE, CB, BoolQ, WIC, and MultiRC | average accuracy: +2.9% (LoHO-SGDinter) and +4.3% (LoHO-Adaminter) | Helped |
| Use inter-layer hybrid optimization instead of MeZO alone | OPT-30B fine-tuning · RTE, BoolQ, and WIC | average accuracy: 63.3 -> 65.7; 63.3 -> 66.8 | Helped |
| Use inter-layer hybrid optimization with Adam rather than SGD | LoHO fine-tuning · RoBERTa-large, SST-2, RTE, MNLI, and SNLI | average accuracy: 85.2 -> 86.7 | Helped |
| Use hybrid optimization rather than only the FO optimizer (ablation) | Inter-layer LoHO · RoBERTa-large, MNLI and RTE | accuracy | Helped |
| Set separate learning rates for the ZO and FO optimizers rather than equal learning rates (ablation) | Inter-layer LoHO · RoBERTa-large, MNLI and RTE | accuracy | Helped |
| Use random selection instead of absolute-min or absolute-max parameter selection (ablation) | Intra-layer LoHO · RoBERTa-large, MNLI and RTE | accuracy | No clear effect |
| Increase the ratio of FO-optimized parameters (ablation) | Intra-layer LoHO · RoBERTa-large, MNLI | accuracy: 78.3, 79.9, 81.2, 81.7, 81.9, 82.2, 82.6, 83.2 | Helped |
| Use 60% rather than 100% FO-optimized parameters (ablation) | Intra-layer LoHO · RoBERTa-large, MNLI | accuracy: 82.6; 83.2 | No clear effect |
| Place FO-optimized layers in deeper layers rather than shallow layers (ablation) | Inter-layer LoHO-Adam · RoBERTa-large, MNLI | accuracy | Helped |
| Increase the number of FO-optimized deep layers (ablation) | Inter-layer LoHO-Adam · RoBERTa-large, MNLI | accuracy | Helped |
| Use LoHO instead of MeZO | RoBERTa-large fine-tuning · MNLI and RTE | convergence rate | Helped |
| Use LoHO-Adaminter rather than LoHO-SGDinter | RoBERTa-large fine-tuning · MNLI and RTE | convergence rate | Helped |
Surprising findings
- The Frobenius norm of MeZO gradients is much larger than that of SGD gradients, so the ZO and FO learning rates need to differ by orders of magnitude; using equal learning rates performed poorly.
- Random selection of FO-updated parameters within a layer performs comparably to absolute-min and absolute-max heuristic selection.
Limitations
- Number of FO layers is set to the maximum fitting a single GPU rather than tuned, and accuracy on long-sequence tasks drops because fewer FO layers fit in memory.
- Performance on OPT-30B is lower than on OPT-13B because fewer FO layers fit within the memory budget.
- Evaluated only on classification-style tasks with small training sets (512 per class or 1,000 examples).
Experimental setup
Datasets: SST-2 RTE MNLI SNLI BoolQ CB MultiRC WIC
Benchmarks: SST-2 RTE MNLI SNLI BoolQ CB MultiRC WIC
Metrics: accuracy peak GPU memory (GB) training loss vs steps and time
Baselines: Zero-shot ICL MeZO MeZO-Adam Full FT (SGD) Full FT (Adam)
Builds on: MeZO SPSA Adam AdamW
Closest papers by meaning
- Revisiting Zeroth-Order Optimization for Memory-Efficient LLM Fine-Tuning: A Benchmark (ICML 2024 · similarity 0.93)
- Harmony in Divergence: Towards Fast, Accurate, and Memory-efficient Zeroth-order LLM Fine-tuning (NeurIPS 2025 · similarity 0.93)
- Enhancing Zeroth-order Fine-tuning for Language Models with Low-rank Structures (ICLR 2025 · similarity 0.92)
- Variance-reduced Zeroth-Order Methods for Fine-Tuning Language Models (ICML 2024 · similarity 0.91)
- Sparse MeZO: Less Parameters for Better Performance in Zeroth-Order LLM Fine-Tuning (NeurIPS 2025 · similarity 0.91)
- Bilevel ZOFO: Efficient LLM Fine-Tuning and Meta-Training (NeurIPS 2025 · similarity 0.90)
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